Faster client account opening resulting in faster time-to-revenue.
Deliver self-service capabilities across devices.
Dramatically improve advisor productivity and minimize manual work.
Integrate with third party services such as Plaid, Salesforce, and DocuSign and internal systems including account master and pricing engine.
Create a seamless workflow across all areas of your organization for specialized assessments, diligence, and approvals.
Streamline data collection and application process in a fully digital, self-service environment, digitize data collection rather than paper forms and faxes.
Recommend products based on risk profile & regions and calculating portfolio risk; Customize experience based on triggers such as sales channel, region, client preferences, products and regulations.
Support seamless KYC, regulatory assessments, and other due diligence.
Incorporate bespoke business logic to avoid offline spreadsheets and manual analysis; streamline the application process with reflexive questions.
Watch this webinar featuring Sumit Malhotra, (Unqork’s Head of Wealth and Asset Management), and Phil Kerkel (Managing Principal at Capco) as they explore current WAM industry trends towards digitization and how no-code empowers firms to take advantage of these opportunities.
