Client Lifecycle Management

Client Lifecycle Management & Onboarding

Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution

Capabilities

Wealth Management CRM

360° view of client data, investments, assets and relationship, document store and tracking

Capabilities

Client Onboarding

Paperless onboarding to collect client information, checking identity, financial data, obtaining consent from all involved parties

Capabilities

Suitability Assessment

Real-time and bulk checks on customer portfolios according to regulatory requirements

Capabilities

Contract Management

Digital contract process including document composition, electronic signature, secure exchanging and archiving

Capabilities

Reporting to Client

Reporting solution concerning the entire investment reporting process, providing control, accuracy and visibility

Capabilities

Key Benefits

Enhance prospect conversion and strengthen client relationships through integrated digital capabilities

Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine

Reduce complexity and proactively manage more clients through omni-channel processes

Increase advisor productivity and enhance process efficiency

Seamlessly orchestrate your marketing campaigns in one place and track their success

Generate insights and KPI performance throughout the client lifecycle

Client Lifecycle Management & Onboarding

Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution

Capabilities

“
Wealth Management CRM
“360° view of client data, investments, assets and relationship, document store and tracking”

“
Client Onboarding
“Paperless onboarding to collect client information, checking identity, financial data, obtaining consent from all involved parties”

“
Suitability Assessment
“Real-time and bulk checks on customer portfolios according to regulatory requirements”

“
Contract Management
“Digital contract process including document composition, electronic signature, secure exchanging and archiving”

“
Reporting to Client
“Reporting solution concerning the entire investment reporting process, providing control, accuracy and visibility”

Key Benefits

“

“Enhance prospect conversion and strengthen client relationships through integrated digital capabilities”

“

“Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine”

“

“Reduce complexity and proactively manage more clients through omni-channel processes”

“

“Increase advisor productivity and enhance process efficiency”

“

“Seamlessly orchestrate your marketing campaigns in one place and track their success”

“

“Generate insights and KPI performance throughout the client lifecycle”

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