Client-Onboarding-Conectus-SP
client-onboarding-conectus

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

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