The new client relationship is digital
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
Client Portal
- A reason for clients to choose you as their wealth manager / advisor
- Increase your clients’ interaction with their wealth, and therefore with you, by putting it at their fingertips
- Put ‘any time, any place, any device’ central to your business strategy, for both your clients and your wealth / relationship managers
- Facilitate client self-service, or assisted service
- Do more with less - improve your clients’ experience whilst reducing client servicing costs
- Centralise all client data to provide accurate targeting for future sales / marketing campaigns
