Empowered advisors
Put the full power of your organization at advisors’ fingertips with one intuitive, customizable dashboard encompassing the entire client lifecycle.
WEALTH & ASSET MANAGEMENT
Unqork’s next-generation solution for Wealth Management connects all data and systems into a single, unified experience and solves for digitizing all client and advisor interactions from the inception of their relationship—all without writing a single line of code.
Put the full power of your organization at advisors’ fingertips with one intuitive, customizable dashboard encompassing the entire client lifecycle.
Make every client feel like your most important client with personalized service, timely and accurate information, and more engaged advisors.
Quickly connect disparate systems without a single line of code, eliminate the advisor “swivel chair,” and ensure data is always accurate and up-to-date.
Together, we are empowering wealth managers to rapidly build bespoke, interoperable applications across the client life cycle in weeks instead of months and years without having to rip and replace their entire tech stacks.
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Grow the business with consolidation and optimization of opportunities, and create logic- and AI-assisted lead generation.
Speed household onboarding with data prefill and capture, compelling planning and goal setting experiences, and easy account aggregation.
Extend the business with new
product launcher, 3rd-party solutions/services, and internal product master integration, including non-wealth products.
Accelerate multi-account, multi-custodian accounting opening, including intelligent, automated KYC setup and orchestration.
Create compelling, intuitive UX, from self-guided onboarding to service & reporting. Streamlining and personalizing communications at scale with conversational AI, video/phone/text, eSignature, scheduling & more.
Lower operations and improve service with form digitization factory, client & acct maintenance, portfolio admin, & case management.
Implement any or all of the cases above to maximize value. Implement changes without any disruption to the business.
Connect with any system or technology (from portfolio management & financial planning to CRM) now and in the future, to maximize current investments and adopt best-in-class strategy.
Personalize client and advisor interaction workflows at scale, including last-mile UX delivery, and integrate AI/ML & other emerging tech safely and compliantly.
Deliver modern, intelligent apps delivered full in accordance with your branding and styling requirements and optimized for desktop and mobile experiences.
JPMorgan's Head of Process Engineering, Asset & Wealth Management, discusses how Unqork's helps speed solution delivery
Codeless Architecture empowers firms to accelerate transformation and capture new opportunities in a rapidly changing market
Deliver future-proof innovation and intelligent user experiences with Unqork's codeless development platform & GenAI.
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