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Convert Your High-Net-Worth Prospects in Record Time

More HNWIs than ever are looking for wealth advisory services that they can count on. Now, making these prospects your clients has never been easier.

Building Trust with Customers Around the World

Industry Challenge = Evolving Customer Expectations + Mounting Regulatory Requirements

To grow their business, wealth management firms must be able to offer customers a personalized banking experience in line with their ever-evolving expectations while adhering to all applicable regulations and keeping costs under control. But if the front office, compliance experts, middle office, and back office staff all perform their tasks without a clear and coordinated line of communication, costs increase and achieving business growth and scalability becomes an uphill battle

Time Wasted = Lost Opportunity

When HNW prospects are ready to invest, they want to evaluate the best investment strategy for their needs without unnecessary delay. Yet most firms keep them waiting for weeks as they are onboarded before offering any advice. Do you want to test your potential clients’ patience, and risk making yourself dispensable?

Fragmented Processes = Diminished Effectiveness

Advisors are most effective when they have dedicated time for consulting with their clients. In practice, however, most of them spend too much time with fragmented processes, outdated methods, and tedious tasks — like manually collecting and keying the data required for KYC and compliance reviews. How can your advisors advise effectively when they are busy filling in forms?

Tighter Regulations = Increased Compliance Costs

As regulatory pressures increase around the globe, firms must adhere to the evolving regulation framework or risk incurring AML / KYC fines and sanctions. This compliance-related activity is mandatory yet costly, both in time and actual spend, and leaves little time for value-adding activity. How do you contain the cost of compliance without increasing risk?

Creating Standout Experiences for Lifelong Loyalty


The Appway CLM for Wealth app fosters collaboration and coordination across an organization, thereby enabling the front office to streamline key processes – like onboarding and regulatory-related reviews – and offer exceptional experiences with the addition of Salesforce capabilities to create a one-stop advisory shop supporting all customer interactions.

Set a New Standard for Onboarding

Thanks to CLM for Wealth and the seamless workflows it facilitates, financial institutions can onboard a higher volume of new clients in record time – in as little as one day for individual customers and one week for complex structures – at lower cost while offering an outstanding prospect-to-client experience.

“Processes built with Appway give banks up to 90% faster cycle times.”

Ray Giddings, Jury of the Private Banking International Awards

Boost Advisor Productivity

Our app enables advisors to launch and monitor critical client-facing processes from start to finish. Thanks to Appway’s integration with Salesforce, relationship managers can continuously benefit from a complete, 360-degree view of their customers at their fingertips. This keeps them focused on their customers – and on business growth.

“Appway provides me with complete oversight of the questions that I need to ask my customers and the documents they need to sign. The whole process becomes much more efficient and faster.”

Relationship Manager, LGT Switzerland

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