Challenges today of onboarding
Onboarding is a complex process to identify and verify potential customers. Done wrong, it is a frustrating, time consuming and messy process – which causes friction between you and the client.

Traditionally, verifying people’s identity has been a mix of processes – blending paper, face-to-face and computer-based data capture.

With potentially hundreds of fields to capture for each client, involving multiple departments, the regulatory compliance and commercial risks to your business are high.

Our solution
Done right, onboarding can be simple, seamless and short – significantly reducing regulatory and compliance risk.

WealthXcel Onboard is the solution of choice for digitising client onboarding. We understand the challenges you face in creating a modern digital client-facing journey, and we can work with you to tailor our sophisticated onboarding process to meet your individual needs.

Turn your paper processes into one single efficient digital workflow, allowing your clients to onboard with ease. With no legacy technology, WealthXcel Onboard is the multi-layered onboarding product for regulated businesses.

WealthXcel Onboard

• Client-facing self-service
  Engaging customer-facing onboarding and ID verification.
• Multi-entity
  Support for personal, joint, legal entity and legal arrangement accounts.
• Built in workflows
  Out the box workflows lets you start onboarding customers immediately.