Onboarding and Mobile Portal remain key components of a "good" digital client relationshipLearn more
Onboarding
Onboarding is your new client’s first experience of your organisation; make it a positive event
A first stepping stone to full ‘Client Lifecycle Management’
Get to know your client better with flexible profiling including risk appetite, capacity for loss and possibly even ethical investing
Create compliance by defining processes, and the automation of KYC and AML
Improve transparency with workflow status and a full audit trail
Increase efficiency through the digital capture and dissemination of client data, either as an investment / relationship manager assisted action or self service