Go.RAO | Remote Account Opening – customer and admin platform

Go.RAO is cloud-base online account opening platform developed by 2GoTrade. It offers latest features for your customers to complete the remote process easily, on the other hand to facilitate your administrative staff to keep track of all customer progress. Efficiency is the keyword.

Multiple access of starting page:

  • Clear account opening process guideline guides customers to provide the required information
  • For customers in different regions, the system can automatically correspond to the relevant account opening process

Customizable Account Opening Form

  • Tailor and modify the question set and flow anytime, anyway you need
  • Keep track of new customer application process and status at Admin dashboard
  • AI face recognition to analyze the matching % between real-person photo and ID card photo

Customize your question set and flow, out of Standard Version

Further amend anytime to suit your requirement

Generate tailored QR code / loading link to cater for your business model

Performance analysis per referral representative / referral channel

Instant amendment of information by customer

  • Verified by admin, SMS notification sent to customer
  • Checking of real-time account approval status via GoTrade2 APP
  • Complete amendment history

Client master details can be saved as file / imported to Go.BO2 settlement platform

Which mode suits you more?

  • Manual mode: manual assigning customer account number, uploading to settlement platform manually
  • Auto mode: customer account number auto generated and synchronized to Go.BO2 settlement platform
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Stats in form of graphs and charts

Easy stats and analysis

Schemes Comparison

Standard version & White-label version available to suit different budgets

Standard Version

White-Label Version

Setup fee

Waived

Charged

Monthly fee

Waived

Charged

Variable fee

No. of customer applications

Charged

Charge (with basic package)

Third-party authentication

Charged

Charged

SMS (for one-time-password)

Charged

Charged

Question set & flow

Standard, not readily amendable

Readily tailored by User

Customer platform and Admin platform

Supported

Supported

Dashboard reporting

Standard version

Full version

Feel free to contact us to Request a Demo

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Useful Links

Acceptable Account Opening Procedures, SFC

Learn More

Trust List of Certificate Types with Mutual Recognition Status, HKSAR Office of the Government Chief Information Officer

Learn More

Circular to intermediaries – Remote onboarding of overseas individual clients, SFC

Learn More

Service Support

Product Consultant

2GoTrade professional sales and support team will provide customers with guidance and advices on our products.

Contact us

Technical Support

2GoTrade professional technical team will provide customers with a full range of technical and solution services.

Contact us

Contact us

Email: sales-hk@2gotrade.com

Phone: (852) 2232 0300

Address: 313-315, 8 Science Park West Ave., Shatin, Hong Kong

Terms of Service

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