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.
Convert investor subscription documents into intuitive digital workflows
Fintech organizations and banks
Provide an intuitive experience for account opening, lending applications, and compliance reviews.
Registered investment advisors
Manage client forms and pre-fill investment and account paperwork on their behalf.
Designed for a seamless experience
Forget electronic PDFs. Your digital webform only asks for relevant information, and can be pre-filled before your customer starts the process.
Capture relevant information from your customers. Notify customers of errors and directly edit mistakes as they happen.
Protect PII with secure upload capabilities, enterprise-grade security, and dashboards for trusted service providers.
- Customized Branding
- Audit trail
- Conditional logic
- Custom data exports
- API access
- Data validation
- Shareable dashboards
- Compliance dashboards
“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.”