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Is Public An icon of a human eye and eyelashes. Telephone An icon of a traditional telephone receiver. Profile An icon that resembles human head and shoulders. Linked In An icon of the Linked In "in" mark. Facebook An icon of the Facebook "f" mark. Caret An icon of a block arrow pointing to the right. Cancel An icon of a circle with a diagonal line across. And now what you see from LPL employees is that they understand this can be automated, this can be improved, this can be more efficient.Calendar An icon of a desk calendar. “One of the tenants of financial services is that you pick up a process and you do that process for 5, 10, 15 years.
Read how financial advisors can leverage technology to support their daily work and build strong, long-lasting client relationships. Broker-dealers traditionally spend enormous amounts of time collecting client data, filling out forms, sending it for signature, and going through all the compliance and review approvals. Offer clients a fully digital onboarding experience to meet their evolving needs while improving advisor productivity, thereby enabling business acceleration through leveraging cross-selling opportunities. ACATS, checks, etc.), reviewing compliance and tracking, and account maintenance. Marc von Widekind, Head of Digital Channels & Platforms and Managing Director, Credit SuisseĪutomate and seamlessly connect all business functions including recording assets in the order book, transferring assets to a client’s account (e.g. Compared to the conventional process, the error rate has dropped by 65%.” “The experience with the new digital onboarding process shows that data quality has significantly improved.
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Find out how to deliver a one-stop-shop experience to connect with the new generation of clients and investors. Private banks and wealth management firms can give clients the virtual experience they demand with built-in compliance, enhanced due diligence, online identification, and signatures, while task distribution and collaboration between departments boost advisor productivity.
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From ID verification to eKYC, all steps are automated, streamlined, and simplified. Offer prospects and existing clients a self-onboarding experience so they can open new accounts in minutes, quickly and efficiently – even outside working hours – directly through your e-banking website. Serve your clients however they want from wherever they are on their channel of choice through fully digital client onboarding, whether 100% self-directed or guided by an advisor. Now we can offer our clients swift, effective, and compliant onboarding and support, despite steadily increasing regulatory requirements.”Īndré Lagger, CEO of LGT Financial Services AG “Digitalizing our client lifecycle management processes will enable us to scale our advisory services. Find out why workflow automation allows for both high-touch service and high returns in Forrester’s TEI report. Client information is automatically retrieved for real-time, contextual interactions, leveraging cross-channel process orchestration. Advisors can establish a connection with clients on the channel of their choice, whether via mobile, over email, or in a branch. Technology allows banks to engage with clients in a digital-physical world, providing only relevant interactions while selecting the best channel to suit the communication. Streamline your sales process – from data gathering to account opening and activation – to reduce onboarding time by 90%, boost client acquisition by 5%, and increase margin per client by 10%. “Client documentation automation transforms your organization from having a task-centered focus – on handling tasks and paper – to a service-level focused organization, providing high added value to the front office, to clients, and to the rest of the organization.”Ĭatalin Acatrinei, Head of Solution Sales, Appway
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Discover why technology is key to shortening onboarding cycles while offering high-touch service in full compliance. Clients benefit from a paperless onboarding experience, leading to higher conversion rates and internal efficiency through reduced handling time. Relieve the most rigid bottlenecks and gain immediate returns all while laying the foundation for seamless end-to-end digital onboarding. Start your digital transformation journey with a lean approach to onboarding natural persons and entities with frictionless data gathering, automated KYC, seamless integration to digital signature and identification services, generation of the right document set, and automatic routing of approvals in full compliance.
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