Create new IRA account records from application webhooks
Create new IRA account records from application webhooks
Your IRA applications arrive as unstructured web submissions, causing manual entry that delays KYC and funding. It creates normalized records so onboarding coordinators can start processing same day.
Overview
Stop manual rekeying of IRA applications and protect KYC timelines by turning submissions into ready-to-process account records. With normalized data landing in your onboarding table within minutes, coordinators can begin KYC and funding the same day, reducing handoff delays.