Digital Client Onboarding for Wealth Managers

The digital client onboarding flow for wealth managers offers a comprehensive solution for digitizing the client onboarding process. It enables structured and efficient recording of all required client data, including digital signature and identity verification. Integrated plausibility and completeness checks minimize sources of error and reduce reworking.

The solution supports a multi-bank approach with interfaces to various custodian banks and CRM systems, ensuring seamless integration into existing system landscapes. Thanks to the white label functionality, the flow can be individually adapted to your company’s corporate design and specific requirements.

Advantages:

• Reduction of administrative effort and error rate
• Faster mandate acceptance through digital processes
• Improved customer satisfaction through a modern onboarding experience
• Easy integration into existing systems and processes
• Customization to your corporate design

With this digital onboarding flow, you set a new standard in client onboarding and at the same time strengthen the efficiency and professionalism of your company.