Solution overview:
Client Reviews and Remediation
How can wealth managers reduce the burden of remediation and increase the effectiveness of client reviews?
The more manual your onboarding and relationship management processes, the more likely you are to face remediation.
Without automation, you lack the controls, insights, audit and scheduling capabilities required to evidence that risk is being mitigated effectively.
Understand how leading firms are using intelligent technology to:
- Gain a holistic, 360-degree view of all criteria, deadlines and activity
- Continuously monitor client records and compliance status
- Embed policies and procedures into workflows to mitigate risk
- Get data-driven insights that add intelligence to the remediation process
- Automate remediation processes, proven to increase efficiency by 65%
Get the Client Reviews and Remediation solution overview now to learn how you can provide regulators with a complete, real-time audit of your ongoing due diligence processes, and reduce the likelihood of requests for remediation in the future.
About Wealth Dynamix
Wealth Dynamix provides industry-leading solutions for wealth management and private banking firms to orchestrate every stage of the client lifecycle, from early engagement, to onboarding, to ongoing relationship management and client servicing. We bring together intelligent data management, smart automation and domain expertise to enable teams to deliver next-level client service while simultaneously lowering operational costs.