Client Experience

Your brand. Their experience.

Clients never see Mesh ID. They see your firm's onboarding portal with your logo, your colours, and your domain. The experience you deliver is yours. The compliance infrastructure beneath it is ours.

Full white label branding including logo, colours, domain and email communications

Portal customisation per client segment or product line

Consistent brand experience from invite through to completion

Custom welcome screens and completion messages

Collaborate and delegate

Onboarding is rarely a solo task. Mesh ID lets clients delegate sections to the right people in their organisation and lets your team collaborate on the review without losing track of anything.

Clients can invite colleagues to complete specific sections

Role-based access so delegates see only what they need to

Your team can request additional information without resetting the flow

Full audit trail of who did what and when

Save and resume across multiple sessions

Workflows that adapt to every client

Mesh ID does not serve every client the same form. The workflow builds itself around each client as they progress, expanding when more is needed and contracting when it is not. The right steps for the right client, every time.

Conditional steps added or removed based on client responses

Risk-triggered workflow changes that add due diligence steps automatically

Entity-type routing so trusts, companies and individuals each follow their own path

Workflows configurable by your team without developer involvement

100% first time right

The endless back and forth of traditional onboarding kills completion rates and delays time to revenue. Mesh ID eliminates it. Clients are guided to submit everything correctly the first time, with no chasing and no rework.

Document format and completeness validated at upload

In-line guidance tells clients exactly what is needed and why

Real-time feedback before submission, not after review

Reduces review cycles from weeks to hours

Built for the modern client

Mobile-ready, anywhere

Fully responsive design. Clients onboard from phone, tablet, or desktop. Document capture works natively on mobile. No app download required.

Electronic signatures

Legally valid electronic signatures built into the onboarding flow. Sign engagement letters, subscription agreements, and declarations digitally. No printing or scanning.

E-subscription for funds

Digital subscription document generation and signing for fund investors. From questionnaire to signed sub docs in one seamless journey.

Full audit trail

Every step taken by every participant is logged. Who submitted what, when, and what changed. Complete, tamper-proof, available for inspection at any time.

Progress visibility

Your team sees exactly where every client is in real time. What is outstanding, who has been invited, and what is blocking completion. No chasing by email.

Speed to revenue

Faster onboarding means faster revenue. Clients who complete in one sitting rather than across weeks convert at higher rates and start generating revenue sooner.

Only bother your client once, with things that matter to them

See it in action