Unqork’s Wealth Management Account Servicing Solution allows wealth management firms to digitize their servicing processes without having to go through lengthy “off-the shelf” customizations or build their own software from scratch.
The solution delivers capabilities across the entire account servicing lifecycle, including basic functions like account changes, AML/KYC, and transaction monitoring. It empowers firms to stay on top of anomalies and activities with integrated analytics.
Accelerated turnaround times
Hasten servicing times to drive improved customer experience and retention.