Digital Client On-boarding in Wealth Management
Reimagining the client on-boarding experience was the goal for this multinational wealth management client. We designed and built a solution in partnership with an Axell technology partner – it was less than nine months project inception to implementation.
With our proven innovation process, we helped our clients
design and launch a fit-for-purpose solution
We helped our client build a fully digitised experience on the front-end that featured e-forms, digital signature, 24/7 access and remote identification on mobile.
Back-end digitisation allowed a fully automated administration workflow with clear roles for teams, notifications of new tasks and instant data validation.
The solution gives stakeholders live updates on application progress while a single repository for all data, and reporting dashboard, meant information was easily available.
Dashboards automatically configure reports for relevant stakeholders and regulators while scheduling tools means no steps were missed in the onboarding process.