Alveare-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.

OW-Exag-onBoarding

DIGITAL CLIENT MANAGEMENT

  • 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

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
  • Stay informed just-in-time

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

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