Solution introduction
Deliver change and efficiencies to your processes, leveraging your client data across the full lifecycle, from prospecting and onboarding to trading
Client prospecting
Our client prospecting solutions enhance a bank’s ability to perform prospecting by leveraging big data and analytics to automate the process of identifying high-value leads and applying AI and data science models to large volumes of demographic and consumer data to identify and prioritize high-net-worth individuals who have a greater likelihood of conversion.
Client onboarding
Our account onboarding and Know Your Customer (KYC) solutions collect essential information for downstream compliance, anti-money laundering and fraud regulations.
Suitability
Wealth managers need to establish client suitability and determine whether an investment decision is in the best interest of the customer and complies with regulations.
Multi-account opening
Open multiple accounts for numerous clients in the same account linked group.
