Features
Features
Features
Powerful Features for Smarter Client Onboarding
Byrsa Corporate Bridge is an all-in-one onboarding platform that empowers banks and fiduciaries to onboard corporate clients with confidence. From custom workflows to automated risk scoring, every feature is designed for compliance, speed, and control.
Configurable Onboarding Workflows
Effortless Client Setup for Any Entity Type
Define custom onboarding flows for different client types — corporates, funds, or fiduciaries — and adjust requirements without developer input.
Effortless Client Setup for Any Entity Type
Define custom onboarding flows for different client types — corporates, funds, or fiduciaries — and adjust requirements without developer input.
Effortless Client Setup for Any Entity Type
Define custom onboarding flows for different client types — corporates, funds, or fiduciaries — and adjust requirements without developer input.
Custom Templates
Tailor workflows per client type, including forms and document checklists.
Custom Templates
Tailor workflows per client type, including forms and document checklists.
Custom Templates
Tailor workflows per client type, including forms and document checklists.
Dynamic Forms
Create flexible forms with dropdowns, dates, and custom fields.
Dynamic Forms
Create flexible forms with dropdowns, dates, and custom fields.
Dynamic Forms
Create flexible forms with dropdowns, dates, and custom fields.
Reusable Workflows
Save and reapply templates across teams and clients.
Reusable Workflows
Save and reapply templates across teams and clients.
Reusable Workflows
Save and reapply templates across teams and clients.
Automated Risk Scoring
Score Clients Automatically, Review Confidently
Byrsa evaluates each onboarding request using rules you configure — jurisdiction, legal form, document completeness, and more.
Score Clients Automatically, Review Confidently
Byrsa evaluates each onboarding request using rules you configure — jurisdiction, legal form, document completeness, and more.
Score Clients Automatically, Review Confidently
Byrsa evaluates each onboarding request using rules you configure — jurisdiction, legal form, document completeness, and more.
Rule-Based Engine
Flag PEPs, high-risk jurisdictions, or incomplete submissions automatically.
Rule-Based Engine
Flag PEPs, high-risk jurisdictions, or incomplete submissions automatically.
Rule-Based Engine
Flag PEPs, high-risk jurisdictions, or incomplete submissions automatically.
Scoring Dashboard
Easily view risk levels and prioritize reviews.
Scoring Dashboard
Easily view risk levels and prioritize reviews.
Scoring Dashboard
Easily view risk levels and prioritize reviews.
Real-Time Triggers
Get alerts when high-risk criteria are detected.
Real-Time Triggers
Get alerts when high-risk criteria are detected.
Real-Time Triggers
Get alerts when high-risk criteria are detected.
Entity Management & Goal Tracking
Stay Aligned with Regulatory & Team Objectives
Track onboarding progress, client goals (e.g. documentation status), and audit history across all entities.
Stay Aligned with Regulatory & Team Objectives
Track onboarding progress, client goals (e.g. documentation status), and audit history across all entities.
Stay Aligned with Regulatory & Team Objectives
Track onboarding progress, client goals (e.g. documentation status), and audit history across all entities.
Entity Directory
View all clients, their types, statuses, and risk levels.
Entity Directory
View all clients, their types, statuses, and risk levels.
Entity Directory
View all clients, their types, statuses, and risk levels.
Progress Monitoring
Visual dashboards for tracking onboarding milestones.
Progress Monitoring
Visual dashboards for tracking onboarding milestones.
Progress Monitoring
Visual dashboards for tracking onboarding milestones.
Role-Specific Views
Apporteurs, Chargés, and Admins see what matters to them.
Role-Specific Views
Apporteurs, Chargés, and Admins see what matters to them.
Role-Specific Views
Apporteurs, Chargés, and Admins see what matters to them.
Document & Request Management
Centralized and Simplified
All files, forms, and internal comments are tracked in one place — with version history and permissions.
Centralized and Simplified
All files, forms, and internal comments are tracked in one place — with version history and permissions.
Centralized and Simplified
All files, forms, and internal comments are tracked in one place — with version history and permissions.
Auto Categorization
Tag and sort documents automatically by type.
Auto Categorization
Tag and sort documents automatically by type.
Auto Categorization
Tag and sort documents automatically by type.
Request Tracker
View the lifecycle of onboarding and service/product requests.
Request Tracker
View the lifecycle of onboarding and service/product requests.
Request Tracker
View the lifecycle of onboarding and service/product requests.
Real-Time Status
Get live updates as submissions move through the workflow.
Real-Time Status
Get live updates as submissions move through the workflow.
Real-Time Status
Get live updates as submissions move through the workflow.
And More …
Access Rights Management
Assign Viewer, Editor, or Admin roles for specific entities and users.
Secure Document Upload & Storage
Files are uploaded via secure links and stored in compliant EU cloud infrastructure (DigitalOcean).
Get quick answers about Inbricks powerful features.
Is our client data secure?
Absolutely. Byrsa uses end-to-end encryption, role-based access control, and EU-hosted infrastructure to ensure client data stays protected and compliant with GDPR.
Is our client data secure?
Absolutely. Byrsa uses end-to-end encryption, role-based access control, and EU-hosted infrastructure to ensure client data stays protected and compliant with GDPR.
Is our client data secure?
Absolutely. Byrsa uses end-to-end encryption, role-based access control, and EU-hosted infrastructure to ensure client data stays protected and compliant with GDPR.
Can we customize onboarding flows ourselves?
Can we customize onboarding flows ourselves?
Can we customize onboarding flows ourselves?
Does Byrsa support risk scoring?
Does Byrsa support risk scoring?
Does Byrsa support risk scoring?
Can multiple teams collaborate?
Can multiple teams collaborate?
Can multiple teams collaborate?
How long does it take to go live?
How long does it take to go live?
How long does it take to go live?
Start Managing Your Onboarding Pipeline
Ready to simplify onboarding and stay compliant?
Easy Setup
Create your workflows, invite your team, and start onboarding corporate clients — without the enterprise headaches.
Your Onboarding Journey Starts Here
From onboarding to decision — securely manage the full client lifecycle.
Multi-User Support
Collaborate across introducers, reviewers, and admins.
Fast Setup
Compliant by Design
Hosted in the EU
Start Managing Your Onboarding Pipeline
Ready to simplify onboarding and stay compliant?
Easy Setup
Create your workflows, invite your team, and start onboarding corporate clients — without the enterprise headaches.
Your Onboarding Journey Starts Here
From onboarding to decision — securely manage the full client lifecycle.
Multi-User Support
Collaborate across introducers, reviewers, and admins.
Fast Setup
Compliant by Design
Hosted in the EU
Start Managing Your Onboarding Pipeline
Ready to simplify onboarding and stay compliant?
Easy Setup
Create your workflows, invite your team, and start onboarding corporate clients — without the enterprise headaches.
Your Onboarding Journey Starts Here
From onboarding to decision — securely manage the full client lifecycle.
Multi-User Support
Collaborate across introducers, reviewers, and admins.
Fast Setup
Compliant by Design
Hosted in the EU