Onboarding

You fly. We'll fill the seats.
We’re the VIP lounge and the attendants for your customers’ flight to financial freedom. Let us handle the HINs, KYC and bank accounts and fast-track your clients while you handle the in-flight experience.
Openmarkets Onboarding is the concierge for your genius financial technology idea. We call those fintechs these days.
Features and benefits

Accelerate client acquisition.

Conversion-based user flows

Our stress-tested onboarding processes save you time, money and hassle. Paperless registration and electronic verification will have your clients investing in no time – which is how long you’ll have to spend thinking about such things.
  • User experience flows designed to optimise lead to client conversions
  • Rich client account opening data without the paperwork
  • Secure protocols ensure data integrity

Compliance assurance built in

As one of Australia’s largest retail stockbrokers, we know our way around compliance – our industry best practice procedures ensure a smooth and steady flow of qualified customers to your finance product.
  • Meets or exceeds all ASIC requirements
  • We manage all AML and KYC
  • Optimised for speed and safety

End-to-end white label experience

Welcome clients to your brand the right way while we do the vetting, create HINs and bank accounts, and even manually handle client onboarding requirements if required. We go to great lengths to quickly deliver your eager customers to you.
  • Bring your brand to the fore
  • We sort everything your clients need to get going
  • Forget about HIN transfers while we convert for you

Standalone or fully integrated

We customise to suit your needs. Onboarding is just the beginning (literally) of our broker-as-a-service ecosystem of native apps and locally manned services. Speak to our team to find your perfect fit or for enterprise API solutions.

Australian support one click away

Our local and experienced RG146-certified relationship team are ready to help you take your customer acquisition and processing to the next level.

Responsive to your needs

Our API-first solutions are more flexible than a warmed-up yogi, because our actual mission is to accelerate access to wealth creation. Our in-house development team are excited by new ideas and challenges to shake up business as usual.
Get in touch

This is the final call for all first-class passengers.

Check in now

We use cookies to improve your experience.

By using our website, you consent to the use of cookies in accordance with our privacy policy. Once you're a client we might use cake.