Fully digitizing the client onboarding experience from first contact and throughout the document
collection process. Including a completed
deal package with a
Mixing user behavior, external and internal market data feeds, identification verification and digital signature are just some of the ways Consolidated Clearing helps financial institutions address risks they face in today’s environment. By integrating into client-specific risk and underwriting models, we focus on what we do best (technology) and what our clients’ do best (underwrite risk and allocate capital), creating a winning combination.
Fully interactive, the Consolidated Clearing solution allows for 360° collaboration not only among small business and their trusted advisors such as accountants and third parties like landlords, also within segregated environments in financial institutions themselves.
The Consolidated Clearing system replaces antiquated PDF and uncontained processes with an entirely digitalized, safe, secure and fully auditable solution. Offering a seamless and transparent approach with a mobile first focus. Our clients have seen a tenfold increase in their process efficiency – saving real money!
I'm personally impressed with the ability of the Consolidated Clearing team to deliver fully underwriteable deals right to my inbox.
Jeff Z. Direct Capital Partners