at Financial Technnology Year
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Client Onboarding Systems for Client Relationship Management
Digital platforms that streamline the client intake process, including document collection, due diligence, suitability assessment, and account setup while ensuring regulatory compliance.
Other Client Relationship Management
A cloud-based client lifecycle management solution that streamlines client onboarding with automated KYC/AML checks, digital forms, and document management. Includes relationship management tools with 360-degree client views, next-best-action recommendations, and compliance monitoring specific to fund management.
Specialized onboarding solution for fund managers that includes investor classification, digital KYC verification, AML screening, document collection, and regulatory compliance. Features workflow automation, digital signatures, and a unified client view for relationship managers.
Genpact Cora Client Lifecycle Management
By: Genpact
https://www.genpact.com/industries/financial-services
By: Genpact
https://www.genpact.com/industries/financial-services
End-to-end client lifecycle management solution for financial institutions, including fund managers. Features include digital onboarding, KYC/AML compliance, document management, and relationship management. Uses AI and analytics to streamline processes and improve client experience.
Wealth management platform with integrated client onboarding capabilities. Features include digital account opening, automated KYC/AML, document management, and relationship tracking. Uses blockchain technology for secure and efficient client onboarding and management.
Simplifies the onboarding experience with customizable forms, enhanced data validation, and APIs to connect with existing platforms for a seamless client onboarding process.
Broadridge Client Onboarding
By: Broadridge Financial Solutions
https://www.broadridge.com/solutions/client-onboarding
By: Broadridge Financial Solutions
https://www.broadridge.com/solutions/client-onboarding
Offers a fully integrated onboarding solution that safely and quickly collects and validates client data while ensuring adherence to regulatory compliance.
Offers seamless client onboarding with automatic data syncing, reporting capabilities, expense tracking, and integration with accounting software for a streamlined financial management process.
Automates client onboarding and KYC processes, with tailored forms and workflows that enhance user experience and compliance with international regulations.
Refinitiv Client Onboarding
By: Refinitiv (LSEG)
https://www.refinitiv.com/en/products/client-onboarding
By: Refinitiv (LSEG)
https://www.refinitiv.com/en/products/client-onboarding
An integrated onboarding solution that provides real-time data and workflow management tools to facilitate KYC compliance, streamline the documentation process, and enhance client experience through a user-friendly interface.
Actimize Client Lifecycle Management
By: NICE Actimize
https://www.niceactimize.com/products/client-lifecycle-management/
By: NICE Actimize
https://www.niceactimize.com/products/client-lifecycle-management/
An end-to-end solution that encompasses client onboarding and ongoing monitoring, featuring risk assessment tools, KYC capabilities, and automated workflows to improve the onboarding process and reduce time to revenue.
SimCorp Coric Client Onboarding
By: SimCorp
https://www.simcorp.com/en/solutions/client-communications
By: SimCorp
https://www.simcorp.com/en/solutions/client-communications
Automates client onboarding for asset managers, streamlines information capture, KYC/AML monitoring, workflow management, document processing, and seamless integration with CRM and investment platforms.
Intapp OnePlace for Risk & Compliance: Client Onboarding
By: Intapp
https://www.intapp.com/solutions/new-business-intake-client-onboarding/
By: Intapp
https://www.intapp.com/solutions/new-business-intake-client-onboarding/
Digitalizes the onboarding process for fund managers, manages compliance checks, risk assessment, AML/KYC, workflow automation, approval tracking, and integrates with fund administration systems.
Finacle Client Onboarding Solution
By: Infosys Finacle
https://www.edgeverve.com/finacle/solutions/digital-onboarding/
By: Infosys Finacle
https://www.edgeverve.com/finacle/solutions/digital-onboarding/
Supports omni-channel digital onboarding, configurable workflows, identity and document verification, regulatory and risk compliance, and straight-through processing for fund managers.
DealCloud Onboarding & Compliance
By: DealCloud
https://www.dealcloud.com/platform/solutions/compliance/
By: DealCloud
https://www.dealcloud.com/platform/solutions/compliance/
Centralizes onboarding workflows for fund and investment management, manages KYC/AML, regulatory data, investor communications, document retention, and integrates with leading compliance tools.
Digital onboarding and due diligence, customizable workflows, KYC/AML automation, secure document management, questionnaires, data analytics, built-in audit trail for fund managers and institutional investors.
Client portal with portfolio management, reporting, document sharing, and communication tools. Includes robo-advisory services, goal-based planning, and comprehensive financial analysis.