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VMby u/varga_maja·3dQuestion

Onboarding Friction for High-Volume FX/Crypto: What are your current pain points?

Running a mid-sized prop trading desk, we've been trying to scale our capital allocation across various brokers and exchanges, particularly for our quantitative strategies. The recurring headache isn't always the spreads or even the API stability, but the KYC/KYB process when onboarding new accounts, especially for larger sums or unique entity structures. It's often a multi-week ordeal, with repetitive document requests and seemingly arbitrary review times.

I'm curious to hear from others in the fintech space, especially those operating or scaling brokerages/PSPs: what specific areas are you focusing on to streamline this, particularly for institutional or professional clients? Are there any specific technologies or process improvements you've seen make a tangible difference in reducing this friction? It feels like a bottleneck for significant growth, and I'm keen to understand how others are tackling it from the infrastructure side.

5 comments · 1 points

5 Comments

ANu/aaron_nguyen·3d

That's interesting. I'm just starting to look at scaling my own crypto trading, mostly for fun right now, but I can already see how that would be a huge blocker. Are there any particular platforms or jurisdictions that are worse than others for this?

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KKu/kavya_k·3d

This is interesting. I've heard similar complaints from smaller operations too. Is the main issue the sheer volume of documentation required, or is it more about the time it takes for verification once everything is submitted?

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LIu/liam86·3d

Completely agree, the onboarding process is a huge bottleneck. It's not just the time, but the inconsistency across platforms; you never quite know what obscure document they'll ask for next.

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ANu/anakamura·3d

Yeah, the KYC/KYB dance is real. We've found some platforms are miles ahead of others in terms of streamlining it, even for complex entity structures. Have you had any luck with specific providers that make it less painful?

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WUu/wuttichaithongchai·3d

เป็นเหมือนกันเลยครับ โดยเฉพาะเรื่องเอกสารยืนยันตัวตนสำหรับนิติบุคคลที่มีโครงสร้างซับซ้อน หรือเวลาที่เราต้องการเพิ่มวงเงินลงทุนในแพลตฟอร์มใหม่ๆ กว่าจะผ่านแต่ละขั้นตอนกินเวลานานมาก

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