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Using the ONBOARD module, KPIs can be measured and evaluated.

By streamlining time consuming processes with a ‘capture once, use many’ design to transfer data between departments and platforms, you can minimize onboarding times and administrative costs, allowing you to spend more valuable time with your clients.

We understand the regulatory burdens you have, that is why we have specifically tailored our solution to meet all compliance requirements.

Our ONBOARD module provides you with the following:

  • Using Intelligent KYC capture which adapts to each client type
  • AML Risk Scoring Engine to proactively highlight overall client risk.
  • Robust industry focused rules engine that can be used to continuously monitor the applicability and suitability of advice
  • Integrated digital signature capability and video integration for easier document collaboration.
  • Tailored KPI’s across all processes to drive powerful, actionable intelligence and oversight into volumes, drop-off rates, right first-time rates and average onboarding duration, in order to make proactive business decisions.

Delivering an exceptional client experience during the onboarding of a wealth client requires you to provide frictionless and personalized engagement. Streamlining this journey and providing a solution that feels more like ‘real-life’ is key to advisor adoption and firm success.

Check out other modules to our WDX1
Client Lifecycle Management solution