Client Onboarding & Lifecycle management made easy and efficient
Secure & automate your labour intensive corporate clients lifecycle management processeses with automated risk scoring, secure document workflows, and clear dashboards.
Fast Setup
No Complex Integrations
Bank-Grade Security
Save time and reduce compliance risk
Why Byrsa Corporate link
Experience smarter, faster, and more secure onboarding — tailored for regulated institutions.
Key Features
Take Control of Your Client Onboarding
Digitize onboarding, automate risk scoring, and streamline reviews—all in one secure platform.
🛠️ Configurable Onboarding Templates
Define required documents and form fields for corporates, funds, or any entity type.
🔐 Role-Based Access
Assign Viewer, Editor, or Admin roles — per user, per entity — with full permission control.
⚖️ Risk Scoring Engine
Rule-based engine flags high-risk jurisdictions, PEPs, or incomplete submissions — no manual effort.
📁 Secure Document Upload
Documents are uploaded directly to secure, compliant cloud storage (DigitalOcean Spaces).
📊 Real-Time Dashboards
Monitor request status, filter by risk level, and track task completion across teams.
🧾 Entity Overview & History
Browse entity profiles, past onboarding activity, document logs, and decision history.
Unlock enterprise-grade onboarding
Enjoy advanced review workflows, smart scoring, and full audit logging.
Unlock the full potential of your client onboarding process.
How It Works
Get Started in Minutes
Digitize and manage onboarding without waiting months for IT.
