Crypto exchange onboarding software
For authorised exchanges scaling distributed Customer Operations, coordinate every owner across working windows from acceptance through day 90.
Min-jun ParkCustomer Operations Specialist. Starts in 10 days.Employee completion is only half of the journey. People needs to see the internal contribution still blocking Min-jun’s role context, access dependency, and first manager goal.
Owned role ramp
People sees the entire sequence. Every specialist remains responsible for their own action or decision.
Reuse the company context every employee needs, then target the people, activities, learning, and first goals required by each role.
Build once. Reuse across specialist teams.
Then target what changes
Add customer-language stories, access dependencies, Operations and Compliance introductions, buddy support, and a first supervised goal.
Add company-approved case context, source owners, review boundaries, human introductions, and the learning or goals defined by qualified control owners.
Add product and custody boundaries, client-service introductions, specialist handoffs, and a first manager-reviewed client brief.
CapoFine connects company-approved employee activities and specialist contributions. Exchange, custody, financial-crime, security, and control systems remain authoritative.
What CapoFine coordinates
What remains elsewhere
Lead with Onboard when the gap sits between People and specialist owners. Add Grow or Hire when learning or recruitment is the measurable bottleneck.
Full applicant tracking system
Publish precise vacancies, manage applicants and candidate communication, schedule specialist interviews, move candidates through stages, and collect structured post-interview feedback.
Explore HireEmployee journey orchestration
Coordinate access dependencies, specialist meetings, company stories, files, questions, buddy support, manager goals, and progress from preboarding through day 90.
Explore OnboardFull learning management system
Give Customer Operations a customer-and-escalation scenario and Institutional Client Services the corresponding client context, then keep the completion window and follow-up visible.
Explore GrowRun one recurring Customer Operations journey across two locations or working windows, then compare signals CapoFine can directly make visible.
Map accepted candidate through the first manager-approved goal with People, IT, Security, Operations, the manager, the buddy, and Min-jun in scope.
Internal contributions completed by the responsible owner on time.
Required pre-start tasks confirmed by the agreed date.
Reminders and status checks still performed outside the journey.
Standard explanations repeated by Operations, Security, or qualified-policy owners.
Days until the manager approves the first bounded Customer Operations goal.
The pilot measures coordination, progress, and company-approved learning. It does not certify competence, compliance, operational readiness, or incident prevention.
Yes. Start with one recurring role, two locations or working windows, the actual internal owners, and a recent dependency People had to chase. This keeps the pilot focused without assuming that every exchange uses formal shifts.
Yes. Reuse a common exchange foundation, then target meetings, tasks, stories, goals, files, questions, buddies, and learning by the relevant configured audience.
Yes. Hire covers career pages, vacancies, applications, pipelines, candidate CRM, communication, interview scheduling, post-interview scorecards, hiring documents, talent pools, automations, reporting, and privacy workflows.
Grow can deliver company-approved learning, formal assessments, pass scores, retries, results, and certificates where deliberately configured. Qualified managers and control owners still determine practical competence or authorisation.
Your teams choose which systems remain authoritative for employee records, access decisions, workforce scheduling, and exchange operations. Grow can hold the configured learning record when it is selected for that purpose, while CapoFine coordinates the wider employee journey. Integrations remain package-dependent.
Bring the current candidate handoff, two locations or working windows, the internal owners, and one dependency that People discovered too late.
We will map accepted candidate through the first manager-approved goal around the people and systems already in use.
What you leave with
