Many firms are deciding to switch from traditional time consuming, inefficient and error-prone methods to a more modern approach for onboarding investors. Investor onboarding software optimizes operations, ensuring compliance, improving security, reducing errors, and providing a better experience for both investors and firms. Here are ten advantages onboarding software offers over outdated traditional methods:

Many firms turn to standard CRM software (such as Hubspot) only to find themselves bogged down by irrelevant tools and limited capital markets functionality. What firms need for long-term success is a CRM that’s specifically designed with investor relations workflows in mind. There are several reasons why your firm might need an investor CRM:

What Are Tyndall Investor Profiles?

Smart forms are advanced, interactive forms that adapt based on user input and automate the collection of data in an efficient manner. Unlike traditional static forms, smart forms use technology to guide users through the process, ensure they fill out only relevant fields, and validate the information entered. This results in a smoother user experience, increased accuracy, and reduced human error.

Tyndall's platform offers significant customizability across Onboarding, Deal Rooms and CRM. By tailoring the platform to your firm's needs you can streamline operations and improve investor engagement. Some key areas of customization include: