Vimco has been designed to help private banking and wealth management deliver best-in-class onboarding experience. As a customer-centric application, Vimco provides an automated smooth and fast onboarding process to the client while allowing the Wealth Manager focusing more on adding value activities.

Functions
Automated selection and generation of required forms. Fully configurable by the bank, this function takes into account the client profile and needs.

Intelligent and automated selection and generation of required forms based on the client profile and needs. View projected cash flow in a timeline display with ability to view detailed cash flow transactions

The Decision Tree included in the app has preconfigured rules that define account roles, private and business relationship and generate related suitable forms.

Vimco generates prefilled forms ready to be signed and. Forms could be modified manually if needed.

Scan quickly and easily all the documents needed. Pref-fill automatically all the forms with the client ID data.

OECD referential, regulations rules, Internal processes, product presentation at a glance.