Sponsor Onboarding

Efficiently grow your business with a fully digitized
advisor onboarding solution.

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Unqork’s Sponsor Onboarding Solution empowers plan providers to rapidly build—and effectively manage—a fully digital end-to-end onboarding process for plan sponsors. The Solution seamlessly integrates with internal legacy systems and external third-party solutions. It can automate complex plan information gathering (e.g., plan investment selection) and verification processes, and provide secure document management functionality (document generation, e-signatures, and collaboration).

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Reduced cost

Reduce the administrative load by streamlining process and integrations

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Accelerated onboarding

Slash the sponsor onboarding process from weeks (and possibly even months) to days or as little as a few hours, resulting in higher productivity and revenue

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Improved experience

Enhance plan sponsor relationships and experience by reducing pain points and providing self-service capabilities

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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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Sponsor-Facing Portal

Sponsor-facing self-service portal to support collecting and validating information

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Seamless Integrations

Integrate with TPAs, legal, and other modern or legacy system to digitize processes from end-to-end

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Security

A fully secure platform with advanced role-based access and multi-factor authentication

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Tailored Dashboards

Dynamically updated internal- and external-facing dashboards empower all stakeholders with process visibility

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Secure Document Management

Securely manage, auto-generate, and collaborate on documents including e-signature functionality

Featured Content

Learn how wealth management firms are digitizing client lifecycles through no-code

In this webinar, Unqork's Head of Wealth and Asset Management Sumit Malhotra speaks with Wealth and Asset Management Client Director Paul Larkin about how no-code platforms are helping firms overcome challenges with legacy systems and long latencies to enter the new era of wealth management through digitizing their client lifecycle experience.

Watch the Webinar
Customer Story

Using Unqork, a leading retirement provider transformed its sponsor onboarding
process in 16 weeks.

A large retirement solutions provider facing long onboarding times, which hampered its ability to bring in revenue. This was the result of costly, high-touch processes that were overly reliant on paper-driven, manual tasks.

Using Unqork, the provider developed an end-to-end, digital self-service solution automating complex sponsor onboarding processes in just 16 weeks.

• Speed-to-market: the solution went from ideation to production in just 16 weeks

• Accelerated onboarding: from 4 weeks on average to just 3 hours

• Reduced operational risk with automated controls and data validation

• Decreased cost of operations and technology ownership

• Improved client relationships and revenue potential

Contact us to learn more

Request a Demo