January 2018 – Creation of B4Finance
We are delighted to welcome our new client Sienna Investment Managers ! Following an extensive market consultation, B4Finance has been chosen as its digital partner. By adopting the B4 Diligence solution, Sienna Investment Managers will soon be able to automate and streamline its regulatory due diligence in terms of KYC and AML controls. We are […]Learn More
In 2022, The UK’s tech flagship event took place on 13-17 June in The Queen Elizabeth II Centre in Westminster, attracting…Learn More
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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.