Evergon’s Token Market Infrastructure CRM streamline the management of both business clients and individual investors. Invite platform users, empowering market creators to strategically expand the market. Onboard any customer, whether retail or institutional, asset issuer or investor, with integrated KYB/KYC tools for easy verification and regulatory compliance. Additionally, you can spawn a Web3 wallet for them, enhancing their onboarding experience.

Once the market is deployed, the market creator starts to invite his investors and issuers:

• Upon receiving the invitations, asset issuers and investors begin the registration process. This involves completing KYC/AML verification.
• Based on the verification results, the market creator approves roles.

Import Users

Easily populate your CRM with user data by importing details of businesses and investors directly into the system. This process allows for quick setup and integration, enabling platform administrators to manage user information efficiently. Whether you are transitioning from another system or starting fresh, Evergon’s CRM makes it simple to get your user base onboard.

Add Users

Market creators can easily add users to their market using the Market Builder:

• Asset Issuers Professionals, who tokenize assets and manage sales, bringing vibrant and diverse offerings to the platform.
• Retail Investors: These are individual investors trading for personal accounts. They are typically non-professional market participants, investing smaller amounts than their institutional counterparts.
• Institutional Investors: Entities such as investment banks and pension funds, these investors bring significant capital and have complex needs and regulatory requirements.

To invite asset issuers and investors, market creators first access the onboarding section. Then, enter the email addresses of potential invitees and assign them appropriate roles, such as "Investor" or "Issuer." After sending the invitations, the system verifies and authorizes the transactions, ensuring compliance and security. Once completed, the invitees will receive notifications and can join the market, with their status updated to "Confirmed."

Send Invites

Engage with your platform users through direct communication by sending personalized email invitations.

To onboard as an asset issuer, you begin by receiving an invitation email from a market creator. This email will guide you to start the registration process, where you will provide your personal or business information and create a password. After registering, you will be prompted to enter the name of the platform you are associated with and your Ethereum address. Following this, you need to review and accept the terms and conditions.

Next, you will provide necessary business details for the KYC/AML verification process, facilitated by the embedded ComPilot Crypto AML Compliance Solution widget. You have the option to complete this step immediately or skip it for later.

Once the initial setup is complete, you will await approval from the Market Creator. You will be notified once your access request is approved, after which you can access your dashboard and begin issuing assets.

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Asset issuers can also invite investors by entering the necessary investor information and sending out invitations. The invited investors will then appear in the system with an "Invited" status, allowing them to join and participate in the market activities.

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Look forward to an even more integrated experience with the upcoming launch of brillion, Evergon’s wallet solution. This feature will facilitate seamless onboarding of users by providing them with a secure and intuitive wallet interface.