Minimise onboarding and support friction on a secure client portal.

Onboarding clients can be a resource-hungry process, for retail and professional investors alike. Moreover, email is hardly the best medium for secure multi-step processes.

Invessed simplified the process with secure messaging centres and document libraries for client onboarding. Distribute account documentation and collect Know Your Client (KYC), Anti-money Laundering (AML) material, and e-signatures.

Onboarding and client lifecycle management
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Onboarding and KYC/AML checks

Simplify client onboarding with tick lists, flexible sign-up forms, and secure document exchange.

Use the Messaging service and Data rooms to coordinate between diverse parties and steps. 

Comply with Know Your Customer (KYC) and Anti-Money Laundering (ALM) regulations directly via the portal.

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Manage the entire client lifecycle, and drive referrals

Create custom web forms for account management, trade requests and support enquiries.

Sync directly with CRM or other system, to ensure data integrity on your Single Source of Truth. 

Enable advisors to drive conversation, collect feedback and encourage referrals.

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Regulatory compliance, legal tools and e-signatures

Ensure consent for Terms and Conditions is collected on a regular and organised way.

Consent management for Privacy, GDPR and other regulation on a central repository. 

Drive e-signatures via DocuSign or other provider, for efficient contract management. 

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Great news! The automated KYC tool has significantly reduced the drop-off rate during onboarding.

UK Wealth Manager, £3bn AuM

 

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