Rapidly build and effectively manage future-proof enterprise software
Rapidly build enterprise-grade applications to free advisors from high-volume manual tasks, enhance client experiences with robust account self-management functionality related to client onboarding account opening, servicing, and more.
Rapidly build enterprise-grade applications to deliver best in class investor experiences through self-service portals and digitized onboarding, while also optimizing operations like NAV oversight and more to reduce overhead costs and mitigate operational risk.
Quickly build connected solutions for fundraising activities, investor onboarding, investment and fund operations, and self-service client portals. Ensure compliant operations by building integrated KYC/ AML and NAV oversight processes.
Empower your customers with on-demand access to information & services. Optimize workflows by creating an omnichannel experience for all stakeholders across processes such as loan origination, and deposit & treasury management.
Rapidly build and effectively manage modern, user-centric applications across your ecosystem to drive critical workflows related to exception management, robust risk solutions, client onboarding, digitized operational workflows, and more.
Rapidly build and deploy secure applications to meet the evolving needs of employees, regulators, and clients. Develop client lifecycle solutions, orchestrate risk & compliance processes, and automate key workflows without writing a single line of code.
Unqork enables organizations to rapidly build end-to-end client onboarding applications. Create custom client-facing digital experiences with highly automated workflows across account creation, product selection, and origination. Leading organizations have used Unqork to reduce onboarding times by up to 75%.
Deploy self-service portals to unify client information and services into a single seamless experience. Empower clients to independently execute funding, transactions, reporting, and document uploading. One global institutional manager used Unqork to build an investor-facing portal in just 24 weeks and realized +$1 million in savings.
Orchestrate workflows between internal and third parties, including issue escalation and resolution. Build a unified control center with reporting, analytics, and a full audit trail and data lineage. Unqork customers have accelerated lending and client account servicing by 50% with a mobile-friendly client portal for account servicing and case management.
Address risk and incident challenges around exception handling, workflow management, and system oversight to optimize global operations for capital management reporting, operational risk management & workflow, and risk aggregation. Unqork's customers have optimized global operations to surface $1M+ of trade errors.
Organize and orchestrate your business processes. Develop automated workflows and drive process optimization to create, connect, and automate complex, customized solutions—no matter how common or niche. Unqork's codeless approach has empowered financial clients to lower FTE utilization by 40% without sacrificing compliance or IT oversight.
Deploy automated, controlled, and scalable ESG-related workflows. Collect data from internal records and third-party providers and apply multi-level reviews to validate in an auditable way for disclosures. Centralize the process with actionable dashboards that report live status and analytics. Create mobile-friendly provider- and client-facing portals for end-to-end process facilitation.
Security is an essential part of any SaaS offering and nowhere is this more important than in financial services. In today’s digital world, cyberattack prevention and the protection of sensitive data have never been more critical. To meet the digital requirements of the modern enterprise, Unqork leverages stringent controls and protocols to deliver a multi-tiered defense you can trust.
