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Client Onboarding in Wealth Management and Private Banking

Accelerate your client onboarding to provide investors with a holistic, global, and personalized experience – all while guaranteeing compliance across jurisdictions.

As a leading global client onboarding solution for the wealth management and private banking industry, Onboarding for Wealth speeds up investor onboarding times while increasing an advisor’s ability to provide individualized experiences.
With KYC/AML checks and standard risk procedures that are fully automated, compliance is guaranteed across multiple jurisdictions. All internal departments are comprehensively integrated to offer a real-time, 360-degree customer view throughout the entire account opening process.

How we benefit

Improve Cost-to-Income Ratio

Transform onboarding from a cost center to a source of revenue, improving efficiency by scaling up existing resources and applying analytics-driven insights to enhance collaboration throughout operating units and departments.

Manage Complex Compliance Requirements

Automate activities to reduce operational risks and easily comply with evolving regulations in multiple jurisdictions, managing complexity across all lines of business and leveraging data-driven compliance.

Unlock New and Unique Client Opportunities

Eliminate friction and unnecessary touchpoints with clients to create a tangible service differentiation, building customer loyalty and retention while optimizing existing business and boosting cross-selling opportunities.

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