Onboarding for Wealth

Solution introduction

Provide clients with a dedicated digital concierge to engage them on their terms

Building trust with customers around the world

Appway is the global leader in client onboarding for the financial services industry.

Onboarding for Wealth enables leading wealth managers, private banks, and family offices to provide their high net worth clients (HNWIs) with a personalized experience while guaranteeing compliance to local and global regulations

Onboarding for Wealth combines digital and physical interactions to provide clients with a personalized and convenient experience—all while guaranteeing global compliance.

Headquarters Location

Zurich, Switzerland

Website

www.appway.com

Main Telephone

+41 43 204 0608

Main Email Address

marketing@appway.com

Solution provider video: Appway Onboarding for Wealth

Client Onboarding

10/10/2017

Onboarding for Wealth combines digital and physical interactions to provide clients with a personalized and convenient experience—all while guaranteeing global compliance....

Solution provider webinar: Appway - Do you KYC, the legal, technical, and human challenges

Compliance & Regulation

07/05/2018

Solution provider webinar: Appway - Data aggregation & the future of wealth management

Data Management & Analysis

20/12/2017

TWM video interview: What is the role of chatbots in wealth management?

Client Engagement & Management, Compliance & Regulation, Digital Platforms & Tools

04/10/2017

TWM video interview: Other technology innovations relevant to wealth management

Digital Platforms & Tools

02/10/2017

TWM video interview: An introduction to Appway

Client Onboarding, Compliance & Regulation, Digital Platforms & Tools

06/09/2017

TWM video interview: An introduction to Appway Onboarding

Client Onboarding

02/08/2017

Solution provider webinar: Appway - Your guide to digitally onboarding high net worth individuals

Client Onboarding

30/06/2017

Features

The Onboarding for Wealth offering
Combine Onboarding for Wealth’s business components to flexibly and efficiently design outstanding onboarding.

Digital concierge
Offer the choice of a preferred personal relationship manager

Household tree & role manager
Define account roles with preconfigured rules that contextualise personal relationships

Meeting scheduler
Provide clients with a digital scheduling assistant to conveniently facilitate meetings with their relationship manager

Cross-border interaction
Allow clients to open accounts from anywhere without having to travel

Secure document exchange
Enable secure and direct document exchange between clients and relationship managers

Client profiler
Rules engine that ensures clients are fully profiled through KYC, FATCA, and CRS questionnaires without having to rekey data 

Signature manager
Collect and process wet, digital, and electronic signatures with an out-of-the-box configurable tool

Digital collaboration
Clients can choose to interact with their relationship manager online, in person, or through a combination of both 

Benefits

Onboarding for Wealth combines digital and physical interactions to provide clients with a personalized and convenient experience—all while guaranteeing global compliance.

Tailor experiences
Exceed expectations with tailored service based on a 360° view of client relationships.

Empower employees
Automate processes to tear down silos between relationship managers and stakeholders.

Guarantee compliance
Continuously update KYC and AML information to adapt to new regulations.

Service customers anywhere
Assist your customers globally with digital, cross-jurisdictional onboarding.

The Onboarding for Wealth experience
Orchestrate the customer journey through a reliable collaboration layer, where compliance is established by design and implementation is automated. Relationship managers can focus on value-adding servicing, managing both physical and digital interactions seamlessly.

  • Prospecting: differentiated offering, accessible wealth manager, data gathering
  • Profiling: family & household tree, KYC questionnaire, risk & suitability, 360° view of client relationship
  • Product configuration: multiple accounts, discretionary portfolios, fee setup, account funding

Customers

A selection of Appway's customers is shown below;

Partners

Key Data

Year launched
2017
WEALTH MANAGEMENT CLIENTS
101-250
WEALTH MANAGEMENT USERS
1000+
Release Frequency
Annually
Implementation Methods
  • On-premises
Type of Clients
  • Broker-Dealer
  • Global Private Bank
  • Local Private Bank
  • External Asset Manager
  • Regional Private Bank
  • Registered Investment Advisor
  • View Others View Less
Client Regional Presence
  • Asia
  • North America
  • Western Europe

Onboarding for Wealth

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