Advanced Features for your Business
Electronic Client Onboarding and KYC verification
Creation of an electronic virtual file accessible by designated staff and clients from anywhere in the world, enabling staff to work remotely
Secure and seamless communication with client and any other designated party/parties within the electronic virtual file
Enabling uploading and storage of all relevant documents and information. All notes, messaging and communication stored so as to create a virtual file
The platform features role-based access control, AES-256 encryption and hardened server configurations for additional data security.
15 money collections plus 15 money payments to a maximum of R5m per transaction per client file
All Data stored with redundancy at 3 separate locations in South Africa.
Initial client payment includes 7 year file storage on file closure
Ability to keep file notes only visible to designated staff
CaEFT, an Affordable, Totally Secure Solution for Your Office and Your Clients.