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Save time with our Digital Onboarding solution

Advisor360°, June 12, 2023

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Our award-winning Digital Onboarding solution accommodates your firm’s specific requirements, reducing the amount of NIGOs and time spent processing data.

Video transcript

Ninety-three percent of advisors say that digital onboarding dramatically impacts the way they work or would work with their clients. The account opening process often suffers from a lack of automation and the need for multiple point solutions, making it difficult to ensure that accounts are suitable or in the best interest of the client. To stay ahead, your advisors need a flexible, automated solution that allows them to open any investment account or insurance policy without manual data entry or constant quality checks. By leveraging our Unified Data Fabric™, Advisor360°’s Digital Onboarding solution increases automation with straight-through processing and form pre-fills, drastically reducing—even eliminating—most manual steps. Our award-winning solution has a configurable interface that accommodates your firm’s specific requirements, reducing the amount of NIGOs and time spent processing data. Your advisors will see a dramatic reduction in the time it takes to open insurance, annuity, and investment accounts through integrated workflow and meaningful digital collaboration, leading to greater efficiency and deeper client-advisor relationships. Once an account has been opened, advisors can seamlessly prepare reports across products using our integrated Reporting solution. Ready to save your advisors time and increase efficiency? Schedule a demo today.

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