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Verification of Trust


Pre-filled data integration, Conditions, EasySign, Themes &


Increase revenue & shorten the sales cycle

Transform the way you handle trust verifications

Streamline your processes for verifying trusts with efficient and secure data integration, ensuring a swift and accurate process.

  • Simplified Trust Verification Process
  • Secure and Reliable Document Handling
  • Rapid Verification and Response Times
Verification of Trust

A better experience for everyone

For Financial and Insurance Institutions

Enhance your verification processes for trusts with our digital tools. Achieve faster processing, reduce manual errors, and increase operational efficiency.

For your customers

For Trustees and Beneficiaries

Experience an easy, secure, and fast verification of trusts using our digital platform. Enjoy a hassle-free and accurate verification process.
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Create one seamless workflow

  1. Trustee enters trust details and uploads necessary documentation.
  2. System performs real-time validation of trust information and documents.
  3. Trustee receives immediate acknowledgment of submission.
  4. Quick and thorough review of trust documentation by the institution.
  5. Trustee gets prompt notification of verification status.

What’s inside?

Every digital process comes with a full suite of features and solutions built-in to make customer data intake easy.

  • Drag and drop Roles & Permissions
  • White label branding
  • Secure and automated workflow
  • Image and file upload
  • Custom conditions and validations
  • Single-Sign-On (SSO)
  • Efficient Digital Data Collection and Verification
  • Enhanced Security for Sensitive Trust Information
  • Real-Time Processing and Updates
  • Seamless Integration with Financial Systems
  • Improved Digital Experience for Trustees and Beneficiaries

Your digital partner

Digitize Your Trust Verification Process Today!
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