Digital Partner Onboarding for Wealth Managers and Wealth Management Firms

This workflow supports organizations in digitally and efficiently onboarding new partner companies in the wealth management sector.
From collecting company information to submitting required documents and capturing digital signatures, every step is centrally managed and verified. Automated plausibility checks help prevent errors and significantly shorten processing times. The solution allows the flexible inclusion of individual requirements such as regulatory proofs, certifications, or contractual agreements into the process. Interfaces to CRM or compliance systems simplify and accelerate data processing. A customizable interface ensures the workflow seamlessly integrates with the organization’s branding. 

Benefits: 

• Fully digital and structured onboarding process 

• Reduction of administrative workload and processing times 

• Integrated digital signatures and secure document transmission 

• Automatic checks for completeness and plausibility 

• Easy integration with internal systems (e.g., CRM, compliance) 

• Flexible customization to meet specific regulatory or internal requirements 

• Improved partner experience and enhanced onboarding professionalism