10_onboarding

DIGITAL CLIENT MANAGEMENT

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 & ENGAGEMENT

End to end onboarding process: collecting client information, verifying their identity, checking financial data, obtaining consent and approval from all involved parties

DIGITAL CONTRACT
MANAGEMENT

Managing all stages of digital contract process in a paperless way, including electronic signature and archiving

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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