Onboard

Seamlessly onboard clients quickly, cost effectively and in line with regulatory compliance

ONBOARD EFFICIENTLY

With Onboard every client’s experience is faster, less labour-intensive and more efficient than expected, creating a strong first impression of client service levels to follow

Failure to get onboarding right can impact the lifetime value of every client and expose your business to regulatory compliance risk. Poor onboarding can harm your reputation and accelerate client attrition. Manual, multi-step onboarding processes are slow, inefficient and difficult to track. The more disjointed onboarding systems and processes are, the more frustrating the experience for both clients and advisor.

Onboard transforms the onboarding experience by eliminating costly and ineffective manual processes. By digitising and orchestrating data capture, optimising workflows and ensuring that all required compliance actions are fully executed, the entire process is right first time and delivers the best possible client experience.

ONBOARD- KEY FEATURES

Provide your onboarding teams and relationship managers with automated tools

CLM RULES ENGINE

Fully configured and data driven, complex rules and regulations are managed automatically to eliminate manual administration and accelerate processing

DIGITAL DOCUMENTS

Intelligent documents, ID verification and eSignatures, pre-populated with data captured during prospecting and onboarding

360-DEGREE ONBOARDING

End-to-end visibility and reporting of every client’s onboarding status, for all stakeholders across the organisation

LOGIC-BASED WORKFLOW

Seamless, semi-automated and compliant due diligence tools for faster and more efficient onboarding

INTELLIGENT CLIENT DUE DILIGENCE

Integrated best of breed KYC screening with intelligent workflows that accelerate due diligence processes

PARALLEL PROCESSING

Secure, straight-through processes and data re-use across all client relationships

Wealth Dynamix Onboard

HOW WILL ONBOARD HELP YOU?

Lead pipeline management

By automating all of the data capture and due diligence processes involved in onboarding clients successfully, Onboard can radically cut costs, dramatically shorten onboarding times and generate 80% less administration.

Client data captured before, during (and after) onboarding is validated and re-used throughout the client lifecycle, supporting a ‘capture once, use many’ approach that eliminates duplication, avoids client frustration and ensures compliance. Onboarding progress is tracked automatically to identify bottlenecks, issue alerts and reassign work when the need arises.

Unlike the onboarding processes clients may have suffered in the past, Onboard delivers a high quality, frictionless experience that is consistent with the service level they received as a prospect. And by booking revenues faster, at lower cost, your firm will be able to grow AUM and optimise cost-to-income ratios.

What can you use ONBOARD for?

Solutions for digital client onboarding

WDX1 Suite

An end-to-end Client Lifecycle Management solution

ENGAGE

Attract new clients and increase conversion rates by maximising prospect engagement, effectively nurturing leads and tracking pipeline

ONBOARD

Simplify and shorten onboarding by automating manual processes and executing all relevant compliance work digitally

MANAGE

Gain a 360-degree client view within a single advisor workspace for fast and effective management of ongoing client relationships

Manage Onboard Engage

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Client Onboarding