Onboarding and KYC requirements in Wealth Management are so extensive and rigorous that digital tools simply cannot speed up or simplify the onboarding process as substantially as they are able to in retail banking implementations. With Wealth Portal, we focused instead on increasing efficiency, convenience and flexibility both for clients and advisors.

Join us on the 29th to learn how to provide a seamless, flexible and convenient onboarding experience for your clients from the very first touchpoint!

Points to be covered in our webinar:

• How to start with new clients digitally through a "pre-client portal”
• Our pre-customised onboarding logic and flow
• A look at the administrator's side of the portal

Click the image below to register.