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.
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
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
