Accelerate CX replaces manual document collection, contract signing and client follow-up with a fully automated onboarding system — built for South African compliance requirements.
Before Accelerate CX, opening a client trading account meant days of back-and-forth — chasing KYC docs, resending forms, waiting on signatures while the client lost momentum.
Each sector has its own documentation requirements. We've built workflows for all of them.
Open client accounts faster while staying fully FAIS and FICA compliant. Our automation handles the entire KYC and agreement workflow so your team can focus on relationships — not paperwork.
Every new client means a full compliance pack before you can do anything. Accelerate CX automates the entire intake process so your first impression is seamless — not a stack of emails.
Mandates, rental applications, lease agreements — every transaction comes with a mountain of paperwork. We take the admin off your agents so they can stay focused on closing deals.
Your consultants should be placing candidates, not chasing registration forms. Accelerate CX automates every compliance and documentation step from the moment a candidate registers.
Give your partners, agents and introducers a full referral management system — with complete visibility from lead submission to commission payment.
Most businesses that rely on referrals are still managing them manually — a spreadsheet, a WhatsApp message, or an email thread that falls through the cracks. The result: affiliates don't trust the process, leads get duplicated or lost, and commission disputes are common.
Accelerate CX builds fully automated affiliate and referral management systems — giving your partners their own branded portal where they can submit leads, track every stage of the pipeline in real time, and see exactly what they've earned and when payment will be made.
Whether you're running a network of financial introducers, a franchise with branch managers earning overrides, or a recruitment agency paying placement referral fees — we build the system, automate the workflows, and give everyone complete transparency.
No more commission disputes. No more lost leads. No more "where's my payment?" calls.
South African firms trust Accelerate CX to automate their client onboarding and compliance.
Accelerate CX transformed our client onboarding process. What used to take days of back-and-forth emails and document chasing now runs automatically — every client record is complete, compliant and ready before we even pick up the phone.
As Debt Guidance, Accelerate CX automated our client workflows, improved our compliance records, and significantly reduced the admin burden on our team — a game-changer for our operations.
As an attorney, Accelerate CX transformed our client intake — seamless automation, complete compliance records, and more time to focus on what actually matters. Indispensable to my practice.
Accelerate CX streamlined our onboarding, automated key processes across multiple business units, and gave us complete visibility over every client record. Measurable efficiency gains from week one.
No setup fees. No lock-in. Cancel any time. Every plan includes your first month completely free.
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Start your free 1-month trial today. No setup fees, no commitment, no IT team required. Live in under two weeks.
No credit card required · FICA & POPIA compliant · Built for South African firms
