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WITH e-KYC/Re-KYC TOOL

It’s the most comprehensive and advanced e-KYC/Re-KYC Solution available for the Stock Brokers and Financial Service Providers.

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Who knew onboarding could be so hassle free.

MEON has the quickest process in a digitized way to on -board your clients with the MEON eKYC/Re-KYC Solution

MEON e-KYC Solution

MEON has browser based user interface designed to provide easy understanding and hassle-free processes for direct clients so that they can complete their self-account opening with-out any assistance.

e-KYC Verification Interface

Browser based Interface for KYC Verification. MEON provides automated API based data verification. It improves the overall organization level KYC Compliance mitigation as per latest regulations.

  • API based data verification
  • Reduces manual intervention
  • Easy document verification
  • Improves resource utilization
  • Improves compliances
  • Eliminates printing & Warehousing cost

e-KYC Administrator Interface

MEON Administrator gives privileges to administer and monitor the organization level account opening, Sales performance, KYC verification, configures process flow as per business requirements and Manages users.

  •  Dashboards
  •  Client on-boarding reports
  •  User management
  •  Field and process configuration
  • Brokerage plan & Demat plan management
  • Sub-admin for Reports
  •  User & Audit Logs

Upgrade your Customer Experience with hassle free Onboarding

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MEON Re-KYC Solution

Want to be updated with KYC details. MEON offers a digitized way to automate your KYC modifications!!MEON ReKYC is a digital KYC modification solution which enables market intermediaries to completely transform their entire KYC process into paperless mechanism.

Key Points

ReKYC has been designed as per the guidelines published as per the market regulators time to time so that the compliances are managed by the system without manual interventions.

ReKYC automatons KYC modification processes such as: change in KYC details of customers, Bank & DEMAT Addition etc.

ReKYC helps Stock Brokers to Re-activate these clients so that they can take advantage of the business potential from existing inactive customer base.

ReKYC saves huge money and reduces service latencies. It enhances overall customer experience and happiness quotient.

Re-KYC connects multiple APIs of Back-Office to seamlessly transform the business operations.

ReKYC makes customer servicing digital and more efficient.

Features of CHATBOT : Re-KYCTool Features

  • Client Verification – Mobile Number verification by OTP.
  • If client is inactive, KYC will be processed through Digi-locker.
  • Basic details to be displayed, fetched from backend.
  • Edit option in case clients want to Edit his mobile, email, bank or address.
  • Bank validation through Penny Drop, upload documents, in case, penny drop not successful.
  • Email or mobile can be changed through OTP.
  • KYC admin will have reject or accept features.
  • KYC,KRA files export feature, E-sign document feature from client is available.
  • The KYC will be auto mailed with Welcome Mail to Client.
  • Clients Re-KYC can also be done.
  • Reactivation of the account can be done in just few simple steps.
  • Deactivation of the clients account can be done in few simple steps
  • Client Account modification can be done in a very user friendly manner.
  • Bank Account Addition can be done i.e one can add more than one account.
  • Email change, mobile change, address change can be done.
  • Segment Can also be changed as per the customers requirement.