Financial Services
Here, you will find resources related to how Unqork's enterprise no-code platform is accelerating digital transformation and innovation for the financial services sector.
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8:11Watch VideoDemo: Lionpoint + Unqork for Investor Onboarding
Watch a demo of Unqork + Lionpoint's Investor Onboarding capabilities.
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27:20Watch VideoWebinar: Lionpoint + Unqork: Digital Onboarding: Achieving Efficiencies & Improving the Investor Experience
Watch Unqork's latest webinar with Lionpoint's to learn how financial services organization can improve the investor experience.
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Read FlipbookUnqork + IEX Cloud for Financial Services
Rapidly build and effectively manage simple, user-friendly IR and customer service dashboards powered by IEX Cloud’s data functionality.
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Read FlipbookNAV Oversight for Asset Management
Digitize the end-to-end NAV oversight process to reduce overhead costs, mitigate operational risk, and foster stakeholder transparency with the power of no-code.
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Read FlipbookUnqork + Arachnys: Know Your Customer
Deliver a robust onboarding process for new commercial clients that helps accelerate business growth without sacrificing due diligence.
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Read ArticleArachnys + Unqork: KYC in a Customer Experience-Focused Economy
In a finance industry Tech Talk, Arachnys and Unqork discussed KYC pain points and the new approach they are taking to market to address these issues and transform the experience for customers.
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3:05Watch VideoUnqork | Wealth Client Onboarding & Account Maintenance
Unqork's Client Onboarding & Account Maintenance solution empowers Wealth Management firms to rapidly build and effectively manage end-to-end client and advisor experiences.
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13:10Watch VideoDemo: Unqork + Arachnys for KYC
Watch a demo of an institutional onboarding workflow built within the Unqork platform.
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36:39Watch VideoWebinar: Unqork + Arachnys on KYC in a Customer Experience-Focused Economy
Listen to Arachnys' CEO and Founder David Buxton and Unqork's Christian Barrera & Kayvan Parvin discuss KYC in a Customer Experience-Focused Economy.
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23:30Watch VideoFrom Manual to Digital: Transform Operational Complexity into Business Results
Watch our webinar featuring Unqork's Client Directors Matt Singleton and Eric Fender to learn how to leverage Unqork to create a 21st century operations function.
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Read FlipbookUnqork + Cognizant: Transforming Retirement Plan Sponsor Onboarding
An end-to-end retirement onboarding platform to enhance the client journey while reducing administrative costs.
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19:49Watch VideoTransformation in 21: Drastically Reduce Onboarding Times with No-Code
Watch our video recap of our webinar, Transformation in 21: Drastically Reduce Onboarding Times with No-Code
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2:46Watch VideoDemo: Digital Operations HQ
See how Unqork's Digital Operations HQ can accelerate the delivery of a world-class, 21st-century operations function.
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31:19Watch VideoWebinar: Smarter Small Business Lending with Experian
Watch our webinar: Smarter Small Business Lending with Experian video-on-demand!
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Read ArticleWealth Management Onboarding Q&A
We spoke with Kayvan Parvin, a Client Partner on Unqork’s financial services team, to discuss how wealth management firms can get on board with better onboarding.
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Read FlipbookCapturing the Mass Affluent Market with No-Code
Mass affluent households control an estimated $10.2 trillion in wealth. Unqork can help you deliver robust personalized digital services at scale.
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Read FlipbookSolution Brief: Institutional Onboarding for Financial Services
Deliver a robust onboarding process with risk- and compliance-enabled capabilities for new institutional customers.
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Read FlipbookSolution Brief: Enterprise Risk Management
Automate and streamline your risk management function with a scalable solution built on Unqork's enterprise no-code platform.
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Read FlipbookeBook: Innovation Accelerated
This eBook will explore how Unqork empowers innovation teams to maximize their productivity and accelerate time-to-market and time-to-value.
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Read FlipbookSolution Brief: Institutional Investor Portal for Asset Managers
Deliver enhanced access to portfolio information for your institutional clients—without writing a single line of code.
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