We have set up B4 Fundraising in 5 days and were able to digitise the process from A to Z. The Support Team has shown professionalism and expertise, we are very happy about B4Finance !
We are happy with B4 solutions. Since our first fundraising we have developed a real partnership with B4Finance. Second fund has started in 2022 with bigger objectives!
Partnering with B4Finance helped us simplify a mandatory duty as the AML/KYC process by its digitalization. The API of Factiva Dow Jones is “a must” as well as the automated risk scoring.
We digitally reviewed the KYC information of 13.000 end clients through B4Finance platform, used by 1.100 Financial Advisors for this occasion. The objective of KYC update has been achieved in 12 months.
Thanks to B4 Diligence and B4 Fundraising modules, we digitised daily tasks regarding online subscription to our funds. We appreciate the tool’s capability to plug through API to our internal softwares.