The problems we solve
Do any of these issues sound familiar?
What is the impact of digital onboarding in the way advisors work with clients?
See how you stack up against your peers.
Award-winning Digital Onboarding solution
Learn about our complete account opening and oversight solution.
Our flexible solution allows accounts and policies to be opened with straight-through processing. Our configurable interface with automatic pre-fills and forms that require just the minimal data entry dramatically reduces the time to open insurance, annuity, and investment accounts. Customizable data collection and validation enriches the experience and reduces exceptions in processing and NIGOs.
Our award-winning Digital Onboarding is surrounded by a robust data collection process and a proposals and workflow system for a complete account opening and oversight solution.
- Data collection engine powered by our Unified Data Fabric™ (UDF)
- Proposal tool enabling financial advisors to generate proposals based on plan recommendations
- Flexible integrations with workflow tools, CRMs, and managed account providers
Our UDF aggregates, cleanses, reconciles, and enriches data from any source and organizes it into a unified household structure. This configurable data collection and validation enriches the client experience and reduces exceptions in processing. By using our Digital Onboarding solution, you remove the need for re-keying input and potential errors. This increases data accuracy and speeds up account completion.
See how we are using digital onboarding
With advanced, convenient features, financial advisors can open and configure:
in just 90 seconds
accounts per day
accounts per month
Ready to get in touch?
Request a demo to see how our Digital Onboarding solution helps advisors become more efficient wealth management providers and increases advisor-client collaboration.