A fully customisable digital client onboarding solution for wealth managers and financial service providers. Enhance the client experience and improve accessibility during that all-important first interaction.
a seamless digital client onboarding experience for wealth managers
How can financial service providers attract the next generation of digitally-savvy investors while reducing the cost of acquisition?
Create a delightful and engaging first impression by simplifying the onboarding process. Digital AML processes are integrated into the digital client onboarding experience, giving new customers instant access to sign up and make an investment in a matter of minutes.
white label digital client onboarding platforms
Our digital client onboarding for wealth management providers is designed to cater to multiple account types, and can be customised to your brand. From quick and simple individual account opening, through to complex, multi-level ownership structures and wholesale investor documentation, our new client onboarding processes can be adapted to incorporate company-specific workflows.
simplify the account opening process
Our digital client onboarding for wealth management providers gives customers a slick design and delightful user experience.
Enable potential clients to invest instantly, by making it easy for them to create an account online.
Open up new channels to market by making it easier for clients across the wealth spectrum to sign-up and invest with confidence
Replace time-consuming and complicated paper-based forms with a slick digital onboarding experience
Reduce administration overheads through automated workflows that validate, capture and store client information - all in a matter of seconds.
intelligent workflows to automate compliance
Be confident knowing that all regulatory compliance information and processes are being managed in a single solution through integrated KYC and AML technology.
Support and streamline your compliance program through automated KYC, CDD, and AML technology processes.
Biometric authentication can be seamlessly woven into the digital onboarding process, providing an extra level of verification and security.
Electronic verification provides real-time confirmation of AML information.
Optical Character Recognition (OCR) enables customers to quickly take a photo of their ID and other documents and pre-populate the information, reducing the time to open an account.
expand your market reach
Our digital customer onboarding for wealth management providers is suitable for all financial services businesses, across most countries and jurisdictions. Our system has access to global databases, making it easier than ever before to seamlessly manage KYC and AML process while growing your customer base.
key digital onboarding tools
Improved efficiencies, automated workflows and visibility over the sales cycle reduces administrative time and cost overheads while providing a great onboarding experience.
cross-platform responsiveness
customisable workflows
AUTO SCAN (OCR)
biometric authentication
electronic VERIFICATION
provide a comprehensive digital client onboarding offering
For a complete digital investment experience, digitalise key aspects of the investment journey. Online investment, transaction and risk profiling capabilities can all be integrated into the online process to promote a more holistic and engaging customer experience.
