Solution introduction

Ensure all regulatory onboarding obligations are fully met. Make vast time and cost savings by swapping frustrating manual processes for logic based workflows with Onboard

With Onboard every client’s experience is faster, less labour-intensive and more efficient than expected, creating a strong first impression of client service levels to follow

By automating all of the data capture and due diligence processes involved in onboarding clients successfully, Onboard can radically cut costs, dramatically shorten onboarding times and generate 80% less administration.

Client data captured before, during (and after) onboarding is validated and re-used throughout the client lifecycle, supporting a ‘capture once, use many’ approach that eliminates duplication, avoids client frustration and ensures compliance. Onboarding progress is tracked automatically to identify bottlenecks, issue alerts and reassign work when the need arises.

Unlike the onboarding processes clients may have suffered in the past, Onboard delivers a high quality, frictionless experience that is consistent with the service level they received as a prospect. And by booking revenues faster, at lower cost, your firm will be able to grow AUM and optimise cost-to-income ratios.

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