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Client lifecycle management solutions for wealth management and private banking

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Onboarding for Wealth

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...

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Regulatory Reviews for Wealth

Regulatory Reviews for Wealth enables a data-driven orchestration of the compliance process that provides a holistic overview of clients. Regulatory reviews are expedited due to data centralization and the monitoring of internal tasks, which are assigned according to priorities. Compliance experts can design the review process and meet deadlines with the...

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Smart Client Update and Account Maintenance

Appway Client Update is a digital solution for financial institutions including private banks, wealth managers, broker-dealers, multi-family offices, and universal banks. By enabling the orchestration of people, data, and activities, managing client updates and account maintenance is smart, personalized, and holistic.  Client Update leverages a combination of Appway technology, business components,...

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by Appway
| 20/04/2020 13:46:03

Deliver digitally-connected client lifecycle management (CLM)— from onboarding, to KYC and due diligence, to client reviews and updates. Accelerate client acquisition and improve customer retention with Appway.

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