Unqork’s Client Onboarding Solution helps firms automate and systematize client onboarding processes from end-to-end. The solution fully digitizes and streamlines client information-gathering workflows and efficiently organizes data into a unified system. Tasks can be intelligently routed to appropriate owners for review & approval and key KYC and regulatory processes can be executed in a fully digital (and therefore efficient and auditable) manner.
Improved client experience
Deliver a better, faster digital experience for your clients with self-service functionality including automated document intake