KeyChain is a client onboarding and engagement platform designed to support mortgage and protection advisers, as well as those operating in specialist finance. Advisers can invite their clients to their own, branded, desktop and mobile friendly client platform.

The system aims to streamline the client journey from initial contact through to application submission, offering a centralised environment for document exchange and fact finding, including collection of medical information. Its core proposition is to reduce administrative burden for advisers using AI and automation around onboarding tasks while improving the client experience through branded, simple and tailored workflows.