Frictionless Client Onboarding

In today's compliance driven world, the customer on-boarding process can be a frustrating and time consuming process for both the customer and the business. It doesn't have to be that way. An automated, streamlined on-boarding process that is design driven will improve your client experience, enhance adviser productivity, and satisfy compliance and regulatory requirements.

Efficient Onboarding

A great on-boarding strategy will save your business time and money. It allows your customers to engage and interact with your product like never before. And importantly, you know that your compliance requirements are being met. Request a demo to see the difference an automated, streamlined on-boarding process can make to your business.

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Streamlined client onboarding with Invsta

Designed to work for you

From a short and simple account opening process, to complex KYC and AML gathering and verification processes, our customer on-boarding processes can be tailored to your unique business and compliance requirements.

Key Benefits

Designed and tested with the customer experience in mind, our sleek, streamlined process takes the frustration out of the on-boarding process. The online, automated process reduces the time and cost of on boarding each customer, making it easy to manage a larger customer base, and freeing up time to provide value added services. And with integrated KYC and AML functions, you can trust that your compliance and regulatory requirements are taken care of.

An integrated platform

While client on-boarding is an important first step, there is so much more to be gained from an integrated customer management platform that covers all aspects of client interaction.

Get in contact for full details on the benefits of an end-to-end customer management platform.

Customer Management

In addition to client on-boarding, an automated platform makes ongoing customer management easy. From client communications and transaction execution, to a customer portal that allows customers to easily track and manage their investments.

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Ongoing Compliance

We've designed the platform to take care of your ongoing compliance requirements, with transaction monitoring, automated AML & KYC updates, with full compliance reporting and oversight.

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Automated Advice

Risk profiling, initial advice generation, regular re-balancing and on-going optimization are all components of financial advice that can be automated, leading to even greater efficiencies across the whole business.

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