Solution overview:
Client Onboarding
How can wealth managers cut time, cost and risk out of the client onboarding process?
Client onboarding is a notoriously cumbersome process and reports of fifty or more onboarding steps are not uncommon.
The combination of complex manual processes and compliance obligations can make onboarding a long and tedious process that is frustrating for both clients and relationship managers.
Understand how leading firms are using intelligent technology to:
- Optimise onboarding processes by cutting administration down by 80%
- Generate data-driven insights to identify trends and improve performance
- Respond swiftly when processes change or regulations are rolled out
- Monitor bottlenecks, prioritise effectively and meet SLA commitments
- Embed compliance in all processes to mitigate risk and protect your clients
Get the Client Onboarding solution brochure now to learn how you can cut time, cost and risk out of your client onboarding process.
About Wealth Dynamix
Wealth Dynamix provides industry-leading solutions for wealth management and private banking firms to orchestrate every stage of the client lifecycle, from early engagement, to onboarding, to ongoing relationship management and client servicing. We bring together intelligent data management, smart automation and domain expertise to enable teams to deliver next-level client service while simultaneously lowering operational costs.
