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Learn Xova
Video walkthroughs and step-by-step guides for brokers evaluating Xova and teams using it every day.
Video4 min
How to onboard a new client in Xova
A walkthrough of the client intake journey, from sharing the branded form to the moment a live file is created.
WatchGuide6 min read
AML, KYC and KYB checks inside the deal pipeline
A step-by-step guide to running verification checks as pipeline gates, recording evidence and exporting the audit trail.
ReadVideo3 min
What Xova looks like for a commercial broker
A high-level tour of the pipeline, from the first enquiry through to completion, for brokers evaluating Xova.
WatchGuide5 min read
Collecting documents through the client portal
How to request, receive and organise client documents without chasing by email or phone.
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