Shield Engage

Informed Client Onboarding

Shield Engage™ facilitates the new client application and underwriting process between marijuana related businesses and financial institutions in a simple, streamlined, and secure customer experience tailored to meet the operational demands of cannabis industry banking partners.

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• Reduce time spent onboarding new clients

• Keep clients moving through your application process

• Decrease time in the sales cycle to close accounts faster

• Deliver an exceptional customer experience

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FI Branded Experience | Entity Authentication | Document Management | Underwriting Workflow