"The team behind this product is remarkably attentive and willing to listen to feedback and respond quickly to any questions or concerns. Their commitment to customer support contributes to a very positive experience."
"The team behind this product is remarkably attentive and willing to listen to feedback and respond quickly to any questions or concerns. Their commitment to customer support contributes to a very positive experience."
Problem
Roundtable faced challenges in providing a good investor onboarding experience while maintaining compliance. They struggled with operational efficiency due to time-consuming and complex processes of connecting their previous solution with in-house Case Management.
Solution
With the instant implementation of Dotfile’s end-to-end solution, Roundtable was able to optimize the verification flows, save onboarding time, and provide an excellent experience all while complying with regulations and getting approval from the Luxembourg financial regulator (CSSF).
Results
RESULTS
Roundtable partners with Dotfile to accelerate onboarding.
