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Workflows

Take the work out of paperwork

Bring your paperwork online. Save time with conditional steps, retry workflows, and collaborative dashboards built around your process.

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Replace your paperwork and manual processes

Build a digital experience to capture client information with Nova’s easy to use platform.

Trusted by all organizations

All types of financial institutions rely on Nova’s Workflows to streamline their onboarding and operations.

Asset
managers

Convert investor subscription documents into intuitive digital workflows

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Fintech organizations and banks

Provide an intuitive experience for account opening, lending applications, and compliance reviews.

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Registered investment advisors

Manage client forms and pre-fill investment and account paperwork on their behalf.

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Designed for a seamless experience

Delight customers

Forget electronic PDFs. Your digital webform only asks for relevant information, and can be pre-filled before your customer starts the process.

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Save time

Capture relevant information from your customers. Notify customers of errors and directly edit mistakes as they happen.

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Reduce risk

Protect PII with secure upload capabilities, enterprise-grade security, and dashboards for trusted service providers.

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  • Nova Accend MarkerCustomized Branding
  • Nova Accend MarkerAudit trail
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  • Nova Accend MarkerShareable dashboards
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Interested in partnering?

Today, financial institutions use Nova to replace manual processes, automate their compliance, and work together with service providers on the Nova network. Simple, frictionless integrations that enable your teams and reduce operational burden.

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“We’ve tripled our velocity. That was the reason why I needed this tool. Before, the process took a client two weeks to fill things out. Now, 85% of our clients fill documents out within 48 hours.”

Tim Gentry

President, Clubspeed


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