TAINA And TradeStation Securities Enhance Digital Experience

By Steve Perkins
22.06.2021
Read Time: 3 minutes
TAINA And TradeStation Securities Enhance Digital Experience

TAINA Technology and TradeStation Partnership

TAINA Technology announces a new collaboration with TradeStation Securities, Inc. (“TradeStation”), a Monex Group company and award-winning* broker-dealer and futures commission merchant. TAINA will be providing FATCA and CRS Validation technology solutions that are designed to enhance TradeStation’s online onboarding process and improve non-U.S. customers experience. Specifically, TAINA’s technology will provide increased efficiencies in the submission of W-8BEN forms, required by non-U.S. residents trading U.S. securities and seeking to claim reductions in U.S. withholding tax.

Maria Scott, CEO of TAINA Tech said, “Team TAINA is delighted to offer TradeStation a competitive edge by supplying them with an automated FATCA and CRS validation solution designed to give their clients a superior customer experience, and by supporting TradeStation’s efforts to further grow its business.”

“At TradeStation, we aim to constantly improve the onboarding customer experience for our customers around the world,” said John Bartleman, President of TradeStation Group, Inc., TradeStation’s parent company. “TAINA's leading-edge FATCA and CRS technology will help us to enhance accuracy during the onboarding process and contribute towards reducing the time to complete customer account opening applications.”

*Visit TradeStation.com/Awards for more information.

 

About TAINA Technology

TAINA is revolutionizing the way financial institutions manage FATCA, CRS & QI compliance with it’s fully automated FATCA and CRS Validation Platform. TAINA's lightweight and flexible platform validates FATCA and CRS forms in all formats, saving our clients costs, reducing their risk and radically improving their customer and investor experience.

Our Online Customer and Investor Portal can be seamlessly integrated into financial institutions’ digital customer experience, to allow your customers to complete and submit tax forms from any device, through simple and intuitive journeys with IRS guidance and instant FATCA and CRS validation checks.

 

By implementing our Tax Operations Validation Portal financial institutions can streamline your FATCA and CRS validation and remediation process whilst achieving significant cost savings by. TAINA’s platform allow your tax operations' teams to efficiently perform multi level review and other complex tasks with a built in workflow, OCR, change in circumstance monitoring, withholding tax calculator, intermediary tool and robust audit trail.

To learn more about TAINA Technology, visit https://www.taina.tech/.

To download the press release as a pdf please click Here

For more information on how our fully automated FATCA and CRS Validation platform can add value to your business, reach out to us or request a demo today

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