Nestor solutions, one need at a time.
Collecting documents, updating them every year, or sharing confidential files: each page describes the problem, what to expect from a tool, and how to handle it with Nestor.
- 01
Collect your clients' documents
The problem
Documents that arrive by email, incomplete or out of date, and tracking kept by hand.With Nestor
Precise requests, document-by-document validation, and automatic reminders. - 02
Update KYC documents
The problem
Hundreds of clients to chase with every round of updates.With Nestor
One campaign, a private space for each client, one dashboard. Verification stays with you. - 03
Share confidential documents
The problem
Contracts and sensitive documents sent as attachments or behind a public link.With Nestor
A space reserved for the right people, permissions set space by space, and a record of who viewed each document.
By industry
The same needs, seen by industry.
- Real estateCall for tenders for worksEach contractor you consult uploads its quote and certificates to its own space, reminders go out on their own, and the condominium board finds the offers in one place.See the case
- Real estateInsurance certificatesA campaign requests the certificate from all your tenants, each one uploads it to their own space, and you see at a glance which ones are missing.See the case
- Real estateLandlord account statementsA campaign places each landlord's management report in their private space. You see who has opened it, and their questions arrive in the same place.See the case
- Real estateCondominium unit saleFor each sale, one space brings together the notary's office, the seller, and your sales team, around the same documents and requests.See the case
- Banking and insuranceFATCA and CRS self-certificationsEach client concerned fills in or signs their tax residence self-certification in their own space, and the reminders stop as soon as they have answered.See the case
- Banking and insuranceBusiness financing fileOne space per file, shared with the CEO, the CFO or the outside accountant: the list of documents, the deadlines and the reminders, all in one place.See the case
- LegalClient identificationWhen a new client comes in, the request that fits their profile goes to their space, and the reminders stop once the file is complete. Verification remains yours.See the case
- Human resourcesApplications by QR codeCandidates upload their resume and documents from the job's link, without creating an account. Each application creates a space: you accept it, and the file continues there.See the case
- Human resourcesInternational employee savingsOne campaign per country, with its own documents and dates. Each employee gets the request in their language, makes their choices in a form, uploads their documents and signs their subscription form online.See the case
- Investment fundsPortfolio monitoringA campaign asks each portfolio company for its financial statements and its questionnaire, then for the signature of its certificate, each in its own space.See the case
- Investment fundsInvestor subscriptionsEach subscriber uploads their documents, fills in the questionnaire and signs their subscription form in their own space. A campaign shows you who is ready for the closing.See the case
Not sure which guide fits?
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