Solution introduction
The NexOnBoarding module streamlines the account opening process improving customer satisfaction and advisor productivity
Good data is critical to any Broker-Dealer, but gathering good data is often difficult
NexOnBoarding brings the data gathering process to the advisor. By making data entry and verification more intuitive - and eliminate the data-entry middle-man - data is entered faster and more cleanly than ever before. With better data quality Broker-Dealers can run more efficient operational and make better, more profitable decisions. The NexOnBoarding module includes:
- Rules-based required fields
- Forms-based wizard
- Data capture wizard
- Direct to clearing firm
- Mandated data
- Customer information program
- Verification
- AML integration
- Electronic signature
