Frictionless Client Onboarding
Automated and streamlined onboarding process is the key of long-lasting and profitable client relationships. Adopt an automated & omni-channel onboarding strategy to improve client experience and enhance advisor productivity in compliance with regulatory requirements.
Business Capabilities
CLIENT ONBOARDING
Collecting client information, checking identity, financial data, obtaining consent and approval from all involved parties
DIGITAL TRANSACTION MANAGEMENT
Digital contract process including document composition, electronic signature, secure exchanging and archiving
SUITABILITY ASSESSMENT
Real-time and massive checks on customer portfolios according to regulatory requirements
Features
Seamlessly integrated digital advisor-driven & self-directed client onboarding
Omni-channel interaction
Optimised customer & advisor experience
CRM independent
E-signature to efficiently scale operations
Modular components exposed in a microservices architecture
Decoupled presentation layer, fully responsive
Fully operational readiness, devops enablers
Key Benefits
Maximize customer experience
Decrease manual processing and minimize errors
Cut waiting times
Efficiently scale onboarding operations
Improve compliance and KYC requirements
Do most in self-service model
Stay informed just-in-time
By continuing to use the site, you agree to the use of cookies. more information
The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.