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Our streamlined process

Our Seamless Onboarding Process

At ConilStone, we’ve designed our onboarding process to be efficient, transparent, and tailored to your needs. From initial contact to full engagement, our team ensures every step is clearly communicated and handled with precision. Whether you’re a startup, fund manager, or established business, our streamlined approach gets you up and running smoothly so you can focus on what matters most.

  • A close-up shot of a financial report on a wooden desk, with a pen and calculator beside it. The lighting is warm and inviting, creating a professional yet approachable atmosphere. The focus is on the detailed figures and graphs in the report, showcasing precision and clarity. The background is softly blurred to emphasize the report.
    1. Discovery & Scoping

    Understanding your goals, structures, and expectations

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  • A close-up shot of a laptop screen displaying a payment management dashboard with graphs and charts. The setting is a modern office environment with a potted plant in the background. The focus is on the dashboard elements, conveying efficiency and organization in financial management.
    2. Proposal & Engagement

    Clear deliverables, fees, and timelines from day one

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  • A close-up shot of a professional workspace featuring an organized desk with a computer, files, and stationery. The setting conveys a sense of order and efficiency, with natural light streaming in. The focus is on the desk, highlighting the importance of effective administration in corporate environments.
    3. Compliance & Setup

    KYC, AML, and regulatory onboarding made simple

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  • A close-up shot of a financial analyst reviewing documents with charts and graphs on a sleek desk. The atmosphere is professional and focused, with a soft-lit background that enhances the importance of strategic financial planning. The image captures a moment of analysis, reflecting diligence and expertise.
    4. Go-Live & Ongoing Support

    Launch with full team support behind you

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Our commitment to you
Dedicated support for your success
A close-up shot of a professional accountant working on a laptop in a modern office setting. The accountant is focused on the screen, displaying financial graphs and data. The background is softly blurred to emphasize the subject. The lighting is warm and inviting, highlighting the details of the laptop and the accountant's expressions. The overall composition is simple and clean, showcasing professionalism and dedication.

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