Amid growing regulatory pressure and shrinking profit margins, client onboarding times have lengthened considerably. According to a recent survey, 28% of wealth management firms take more than 20 days to onboard a single client. Inadequate and manual KYC/AML compliance processes compound the problem and diminish customer experience (CX) even more, which drives higher onboarding dropout rates and hiked costs.
Contemi onboarding solution is designed to help financial institutions of all sizes, looking to digitise the onboarding process and deliver a frictionless experience for their clients and business teams.
It enables asset and wealth management, banking and other financial services institutions to speed up customer onboarding times while increasing an advisor’s ability to provide personalised experiences.
The Contemi Onboarding solution offers end-to-end automated onboarding capabilities:
• Digital identity verification Near real-time KYC/AML due diligence and compliance checks across multiple jurisdictions.
• Electronic signatures and digital documents upload
• Any device-anytime, anywhere access
• Comprehensively integrated to offer a real-time, 360-degree customer view throughout the entire account opening process
• Multiple deployment options (On-premise or hosted installations, private cloud, public cloud, Hybrid scenarios)
• Seamless integrations
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