Wealth Management Client Onboarding Solution
In the world of wealth management, efficient client onboarding is crucial for building lasting relationships and ensuring smooth management of investment portfolios. Our Intelligent Automation Solution has been specifically designed to streamline the onboarding process for new clients, allowing wealth management firms to focus on delivering personalised investment strategies and exceptional service.
Download our full PDF case study for in-depth details, or review a summary below.
By submitting your email you agree that jaam may send you periodic information about services and products that we think are relevant to you. You understand and agree that jaam may use your information in accordance with our privacy policy.
In the world of wealth management, efficient client onboarding is crucial for building lasting relationships and ensuring smooth management of investment portfolios. Our Intelligent Automation Solution has been specifically designed to streamline the onboarding process for new clients, allowing wealth management firms to focus on delivering personalised investment strategies and exceptional service.
Download our full PDF case study for in-depth details, or review a summary below.
By submitting your email you agree that jaam may send you periodic information about services and products that we think are relevant to you. You understand and agree that jaam may use your information in accordance with our privacy policy.
THE SOLUTION
The jaam automation Intelligent Automation Solution streamlines the client onboarding process by seamlessly capturing and validating all required information and documents needed to open new portfolios. The solution automates the entire workflow, routing tasks to the appropriate teams for data capture, reviews, approvals, and sign-offs.
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The solution automatically generates essential portfolio documents and manages all client and internal correspondence, including emails and reminders. With real-time progress tracking, Portfolio Managers can monitor the onboarding process, ensuring transparency and prompt issue resolution.
Additionally, the solution integrates smoothly with the existing CRM and portfolio management systems, keeping client data accurate and accessible across the organisation.
TECHNOLOGY USED
Nintex Automation Cloud
Process Automation and Document Generation
Microsoft OneDrive
Document Storage
Microsoft PowerBI
Business Analytics
SQL Azure
Core client and tracking dataÂ
BUSINESS BENEFITS
Tailored for Wealth Management
The automation of repetitive tasks and elimination of manual data entry significantly reduces the time required to onboard new clients, allowing wealth managers to start managing investment portfolios faster.
Enhanced Client Experience
A seamless, personalised onboarding experience sets the tone for a positive client relationship, leading to higher satisfaction and retention rates.
Improved Compliance & Risk Management
Automated compliance checks and data verification reduce the risk of non-compliance and ensure that all client information is accurate and up to date.
Operational Efficiency
By automating the onboarding process, your firm can reallocate resources to more strategic tasks, improving overall operational efficiency and reducing costs.
Business Growth
Support the growth of customer acquisition without the overhead of managing all the additional flow of work into the business from the onboarding process.
WHY CHOOSE OUR SOLUTION
- Tailored for Wealth Management
Unlike generic automation tools, our solution is specifically designed for the needs of wealth management firms, ensuring that every feature is aligned with industry best practices.
- Scalable & Flexible
Whether you are onboarding a few high-net-worth individuals or a large number of retail clients, our solution scales to meet your firm’s needs without compromising on performance or accuracy.
- Ongoing Support & Updates
Our team provides continuous support and regularly updates the solution to adapt to changing regulations and industry trends, ensuring that your firm remains compliant and competitive.
- Compliance
Support adherence to and evidencing for consumer duty act regulation
If you’d like a deeper dive into the jaam automation solution for Investment Management Onboarding, View the detail below.
Technical Details
Automation in wealth management allows you to spend more time on the important stuff
Contact jaam automation today to learn more about automation.
Download our full PDF case study for in-depth details
By submitting your email you agree that jaam may send you periodic information about services and products that we think are relevant to you. You understand and agree that jaam may use your information in accordance with our privacy policy.