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Smart Client Update and Account Maintenance

Boost advisor and operational productivity to provide investors with a personalized, transparent, and hassle-free journey across all channels.

Building Trust with Customers Around the World

Private banks, wealth managers, broker-dealers, multi-family offices, and universal banks face increasing demand to be on the client’s side throughout their lives. Clients expect banks to support their financial decisions and seamlessly manage their changing circumstances, from the simplest to the most complex situations.

Client Update enhances advisors’ ability to manage material changes and enables cross-departmental collaboration with subject matter experts to solve multifaceted changes. Service is timely and convenient, strengthening client trust and loyalty.

How You Benefit

Understand Your Customer and Increase Empathy
Leverage data from internal and external sources (social media, KYC facilities, account aggregation, etc.) to understand the context of a client’s situation, engaging with them through relevant interactions, suggesting next best actions, and highlighting opportunities. Provide a personalized experience with proactive advice based on real-time insights and the life stage of the client.
Manage High Volumes and Complexity in Full Compliance
Automate work to become more efficient in managing large amounts of data and tasks throughout the client lifecycle, empowering experts to address complex changes in all circumstances and maintenance scenarios (such as address changes, new management mandates, and changes in a beneficial owner).

Enable Efficient and Predictive Decision Making

Automatically assess, distribute, and monitor approval tasks. Employees can easily switch between guided work patterns to more flexible and collaborative ones when managing complex cases.

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