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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.

Wealth Management and Financial Advisory Firms

Helping Clients Succeed

Regional US Bank
Caruana Financeira

For our customers, the process is very straightforward—they fill out a simple form and provide some documents. Behind the scenes, we have a host of document capture, data extraction, classification and case management processes being driven by Kofax TotalAgility, plus integration with a number of third-party systems. The beauty of Kofax is that it can take all this complexity and turn it into a very smooth, seamless process at the front office.

Power a Digital Wealth Management Onboarding Experience

When you simplify and streamline time-consuming, manual onboarding tasks through automation, you can drive efficiencies in your operations, reduce costs and provide superior service to your high-net worth clients – instead of shuffling paperwork.

Power your wealth management processes. Empower your customers.