Download our full PDF case study for in-depth details, or review a summary below.
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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 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.
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.
Process Automation and Document Generation
Document Storage
Business Analytics
Core client and tracking data
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.
A seamless, personalised onboarding experience sets the tone for a positive client relationship, leading to higher satisfaction and retention rates.
Automated compliance checks and data verification reduce the risk of non-compliance and ensure that all client information is accurate and up to date.
By automating the onboarding process, your firm can reallocate resources to more strategic tasks, improving overall operational efficiency and reducing costs.
Support the growth of customer acquisition without the overhead of managing all the additional flow of work into the business from the onboarding process.
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.
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.
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.
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.
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.