Wealth managers and investment firms hoping to attract high-net worth clients face time and cost pressures—both from their potential customers and from self-service and direct-to-consumer (D2C) platforms seeking to gain market share. It can take 41 days for a firm to onboard a high-net worth client; this is problematic for digitally savvy consumers who have no patience for delayed time-to-revenue.
Reduce client inertia and automate your onboarding and customer communications processes through an open, flexible platform that allows high-net worth customers to engage with your business via the channel of their choice. Eliminate information silos and drive efficiencies, while helping your firm avoid the financial and reputational consequences of regulatory noncompliance.
Simplify
Automate complex processes and better manage exceptions, including straight through processing (STP).
Engage
Allow your customers and brokers to interact with you through the channel of their choice, when and where they want.
Save
Increase efficiencies and customer satisfaction via self-service, thereby reducing drop-outs and increasing profit.
Integrate
Drive data from the systems of engagement to the systems of record to improve workflow.
