Remove complex, manual work and enhance initial customer and advisor experiences with end-to-end digital client onboarding and account maintenance processes.
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Faster client account opening resulting in faster time-to-revenue
Deliver custom experiences that decrease manual back-and-forths leading to 85% acceleration in onboarding
Dramatically improve advisor productivity and minimize manual work, leading to a 40% reduction in operational costs
Orchestrate dynamic workflows across core processes including info-gathering, product selection, regulatory disclosures, and more
Customizable experience to enable both digital high-touch advisor-led flows or client self-service through dynamic digital portals
On-the-glass and back-end validation to eliminate NIGO and simplify case management for processing teams
No-code integration layer interacts seamlessly with your current ecosystem and third-party providers to minimize manual processing and reduce risk & errors
Fully integrated backend dashboards that provide real-time status and ensure consistency of information between clients, advisors, and operations teams
Compatibility with single sign-on, multi-factor authentication and integration with entitlements system of record to preserve existing RBAC
Tune in as Sumit Malhotra, (Unqork’s Head of Wealth and Asset Management), and Phil Kerkel (Managing Principal at Capco) explore current WAM industry trends towards digitization.
Watch the WebinarWatch our brief walk-through video to experience Unqork's Client Onboarding & Account Maintenance solution.
Watch the DemoA top-5 wealth manager was saddled with expensive, high-touch processes for onboarding and servicing clients, which led to high costs and lowered advisor productivity. Seeking to create a richer client experience and digitize enterprise-wide operations, the firm used Unqork to develop an end-to-end digital solution for 12,000 financial advisors across 350 branch locations. The solution enabled next-generation advisor workstation capabilities, streamlined onboarding & maintenance, and enabled scalable back-office capabilities (e.g., ACATs). The solution is fully integrated with the manager’s existing record-keeping systems, as well as third-party services such as SFDC, Docusign, and PLAID.
Number of weeks to go from ideation to production
Decrease in development resources compared to traditional development
Acceleration in client onboarding times
Reduction in operational costs
Elimination of NIGO data
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