Minimise client onboarding and support friction with a secure client portal.
Client onboarding 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 simplifies the process with secure messaging centres and document libraries for client onboarding and lifecycle management. Distribute account documentation and collect Know Your Client (KYC), Anti-money Laundering (AML) material, and e-signatures.
Client 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.
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 another system, to ensure data integrity on your Single Source of Truth.
- Enable advisors to drive conversation, collect feedback and encourage referrals.
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 another provider, for efficient contract management.
Great news! The automated KYC tool has significantly reduced the drop-off rate during onboarding.
UK Wealth Manager, £3bn AuM
