Account Opening

Remove complex, manual work and improve initial customer experiences with seamless, self-service account opening while simultaneously streamlining backend processes.

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Unqork’s Account Opening Solution helps firms digitize the account opening process enabling faster revenue growth, lower costs, and reduced risks. Information is automatically collected from new clients through digital channels and self service capabilities are provided across the entire workflow. 

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Accelerated time-to-revenue

Faster client account opening resulting in faster time-to-revenue.

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Enhanced client experience

Deliver self-service capabilities across devices.

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Eliminated manual work

Dramatically improve advisor productivity and minimize manual work.

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“Impressive and powerful. It’s an extremely scalable, thoughtful and sophisticated yet simple-to-use piece of technology.”

Sarah Shenton, Goldman Sachs

Additional Capabilities

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Integrations

Integrate with third party services such as Plaid, Salesforce, and DocuSign and internal systems including account master and pricing engine.

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Workflow

Create a seamless workflow across all areas of your organization for specialized assessments, diligence, and approvals.

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Digitized Processes

Streamline data collection and application process in a fully digital, self-service environment, digitize data collection rather than paper forms and faxes.

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Personalization

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.

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Services

Support seamless KYC, regulatory assessments, and other due diligence.

 

 

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Calculations & Logic

Incorporate bespoke business logic to avoid offline spreadsheets and manual analysis; streamline the application process with reflexive questions.

 
FEATURED CONTENT

Discover the biggest trends in digitization for WAM firms

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.

Watch the webinar

 

CUSTOMER STORY

A large wealth manager automated their manual onboarding processes.

A global wealth manager facing revenue slowdown due to low-advisor productivity and prolonged time to onboard and service clients. The firm’s margins are under pressure due to the high operational cost and risk driven from manual processes and controls. Using Unqork, developed an end-to-end digital solution fully automating client/advisor data capture, KYC, suitability, product selection, and account opening. The solution is fully integrated with record-keeping systems, as well as 3rd party services such as SFDC, Docusign, and PLAID.

  • Speed-to-market in 12 weeks from ideation to production with only six resources

  • Reduced operational risk with automated controls

  • Accelerated client onboarding times by 60%

Contact us to learn more

Request a Demo