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.

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

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