Mako Fintech – Open your front office in the cloud
Mako is a software as a service (SaaS) for financial client management: onboarding/know your client (KYC), portfolio reporting, and automation. The company makes ID checks, KYC forms and reports into digital experiences. Mako is a technology stack for financial client management:
- Cloud service: SaaS allows firms to continue servicing clients when both employees and clients are remote. Mako Fintech low-code digital form framework simplifies validation, prefilling and annual updates.
- Digital ID & AML: New regulatory clarity on e–signatures and remote ID verification allows Mako Fintech to digitize entire workflows. Mako Fintech also integrate automated anti-money laundering (AML) lookups, reducing operational risks and costs.
- Superior UX: Using the cloud, Mako Fintech provides digital onboarding and online investing tools as well as user-friendly, interactive portfolio dashboards.
Mako intends to bring the investor into the cloud, improve service, reduce costs and allow its clients to continue servicing their investors in a distributed, cloud-first world. The company’s primary targets are top-tier asset managers, for whom Mako can help improve multiple aspects of their day-to-day business:
- KYC & onboarding forms
- Subscription agreements
- Charts & Visualizations
Streamline the back office:
- Capital call notices
- Subscriptions & Distributions
- Payment processing
Reduce compliance risk:
- Audit trails
- Digital ID & AML