As they were about to acquire the AIFM license in 2020, Inpulse wanted to improve their processes allowing them to:
– assist internal employees in their regulatory job
– use the technology to automize the daily routine
– structure the due diligence on investments
– avoid document loss and errors
To meet Inpulse’s needs, B4Finance provided them with the onboarding and due diligence platform for all the counterparts of Inpulse and its managed funds.
Technology improved the company brand image and digital onboarding processes – monitoring and sufficient information on forms – making the process more efficient