Onboard a client
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The onboarding process is the first experience of your client with your organization.
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Get an automated onboarding process and solidify your client relationship while respecting all regulatory rules.
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Performing better than other institutions can quickly resonate in the market and lead to even more business.
Are you facing these challenges?
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Slow and complicated client onboarding
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Unreliable KYC and AML processes
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Difficulties in having a clear overview
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Clients unhappy just after you won the deal
This is how we can help you
Connect
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Connect client/prospect data from multiple systems
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Connect to KYC/AML tools
Connect
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Connect client/prospect data from multiple systems
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Connect to KYC/AML tools
Monitor
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Monitor leads and plan ahead for onboarding
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Monitor KYC compliance and client activity
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Produce client charts and visualizations to help you monitor the client lifecycle
Monitor
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Monitor leads and plan ahead for onboarding
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Monitor KYC compliance and client activity
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Produce client charts and visualizations to help you monitor the client lifecycle
Decide
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Organize client onboarding meetings & packs
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Connect client-related data, documents, issues, actions and decisions
Decide
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Organize client onboarding meetings & packs
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Connect client-related data, documents, issues, actions and decisions