Shift Your Focus from Administrative Tasks to Revenue-Generating Activities
Our onboarding capability streamlines standard business processes such as approvals, the Know Your Customer (KYC), and new account opening. It dynamically guides advisors through each step, pre-populating appropriate information, collecting additional data (including KYC-specific data), and automatically generates and sends personalized, completed forms to the appropriate parties.
Leverage Dynamically Branching Workflows to Help You Drive Accuracy and Efficiency
To expedite daily tasks, this functionality:
- Provides advisors with the required form fields for data capture, and automatically launches appropriate workflow tasks and activities
- Notifies advisors when approvals are ready, and, when necessary, escalates approvals based on configurable business rulesli>
- Tracks the application history and approval status to provide visibility to all stakeholders
The Value that Our Onboarding Feature Can Provide You
- Enable advisors to provide personalized service by focusing on client needs and helping them meet their goals
- Speed up time-to-revenue by streamlining the process from data entry to approval
- Demonstrate compliance with tax rules and regulations by embedding the latest data capture requirements
- Guide users through data collection and documentation
And that’s just tip of the iceberg!