Informed Client Onboarding
Shield Engage facilitates new client application and underwriting between businesses and financial service providers in a simple, streamlined, and secure customer experience.
Centralized applications for onboarding new business accounts.
Product Selection
Multiple entity and product selection of financial services from a single centralized application.
Entity Visualization
Dynamic charting visualizations to communicate entity structure, related parties, and owners.
Entity Authentication
Authenticates the operating status of entities against local and state governing authorities.
Document Collection
Upload, review, and manage business documents, client agreements, and licensing information.
Application Review
Review and verify entity data, documents, and regulatory records for approval.
Package Generation
Generate application packages of all data, documents, and decisions in specified stacking orders.
Centralized Application Service
Shield Engage streamlines the process of applying for financial services by consolidating entity data and document requests in a single application experience.
Increase product application conversions
Increase product application conversions
Client provided info validated by Shield Data Hub
Holistic applicant picture to make informed decisions
Close Financial Applications Faster
Shield Engage works in parallel with your existing onboarding process, with helpful tools to streamline conversion timelines from start to finish.
Shared editing to speed up application completion
Reduce communication overhead during review
Keeps customers up-to-date on application status
One-click document consolidation to your stacking order
Understand Entity Ownership
Shield Engage exposes the complexity of underlying beneficial ownership common to high-risk businesses to document and validate each owning party.
Dynamic visualization of entity relationships
Data verification and validation of owning parties
Data collection threshold for owning parties
Non-owning person roles and responsibilities
