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.

Appway: From client onboarding to CLM

Client Engagement & Management, Client Onboarding & Identity Verification

16/03/2020

Interview with Appway: The role of AI in wealth management advisory services

Client Onboarding & Identity Verification, Technology Strategy & Consulting

26/02/2020

Appway on the Salesforce AppExchange

Client Engagement & Management, Client Onboarding & Identity Verification

21/01/2020

Interview with Appway: Innovate to Succeed - The Client Call to Action for Wealth Management

21/11/2019

Appway: What is the role of chatbots in wealth management?

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

04/10/2017

Appway: Other technology innovations relevant to wealth management

Digital Platforms & Tools

02/10/2017

Appway: An introduction to the business

Client Onboarding & Identity Verification, Compliance & Regulation, Digital Platforms & Tools

06/09/2017

Appway: An introduction to Appway Onboarding

Client Onboarding & Identity Verification

02/08/2017

Appway demos: Fully digital onboarding

Client Engagement & Management, Client Onboarding & Identity Verification, Data Management & Analysis

16/06/2020

Demo: Salesforce + Appway - The ultimate banking experience in wealth management & private banking

Client Engagement & Management, Client Onboarding & Identity Verification

28/10/2019

Demo: Empowering banks with seamless client onboarding

Client Engagement & Management, Client Onboarding & Identity Verification

07/10/2019

Wealth management in Hong Kong: The digital outlook

20/06/2019

Appway event video: Data in onboarding - risk assessment versus value creation

Client Onboarding & Identity Verification, Digital Platforms & Tools

10/05/2019

Appway: Thought leadership series - The digital future of wealth management

Client Onboarding & Identity Verification, Digital Platforms & Tools

14/12/2018

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

Compliance & Regulation

07/05/2018

Appway webinar: Data aggregation & the future of wealth management

Data Management & Analysis

20/12/2017

Appway: Onboarding for Wealth

Client Onboarding & Identity Verification

10/10/2017

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

Client Onboarding & Identity Verification

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

Appway is dedicated to the success of its customers around the world. With its toolsets, leadership, community, and methodology, Appway empowers its customers to become leaders in the Digital Age. 

A selection of Appway's customers is shown below;

Partners

Appway works with partners to deliver complete business process management solutions. Our partners are an integral part of our approach to delivering strategic business value to customers across the globe. 

A selection of Appway's partners is shown below;

Key Data

Year launched
2017
WEALTH MANAGEMENT CLIENTS
101-250
WEALTH MANAGEMENT USERS
1000+
Release Frequency
Annual
Implementation Methods
  • Hosted (private cloud)
  • On-premise
  • On-premise or hosted
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Brokers/Broker-Dealers
  • Financial Advisors

Onboarding for Wealth

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