Guide to digital onboarding [Report]

In this guide you will find out:

Read how digital onboarding can not only improve customer experience but also drive significant efficiency gains inside your institution

About this guide

Traditionally, firms in the Wealth & Investment Management Sector have completed onboarding for prospective clients using a mix of face to face meetings, formal paper documents, and emails. As this information is captured manually, it often then needs to be re-typed into one or more internal systems to help complete the approval and set-up of the client.

A digital onboarding solution can not only help to reduce overall costs but also to provide younger clients the same digital experience they have come to expect from other service industries.

Johnny Beloe
Head of Pre-Sales

This process presents a number of key challenges and difficulties to Wealth Managers in both growing their AUM, and reducing their cost base.

A digital onboarding solution can not only help to reduce overall costs but also to provide younger clients the same digital experience they have come to expect from other service industries. Delivering a truly integrated onboarding solution to realise these benefits is still, however, a significant challenge, with a great front end experience needing to be twinned with an adaptable, flexible and fully integrated onboarding backend.

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