Solution Information from Appway

Appway use case: Back-office automation

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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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by Appway
| 18/05/2020 12:35:24

Appway has been working with several customers that had once been inundated by manual documentation practices. Adopting digital document handling over manual processes has helped them avoid bottlenecks, increase dossier progress transparency, and enhance client service. This factsheet provides an overview of the solution that we implemented together with our customers.

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