Client Lifecycle Management
Wealthbrain enables wealth managers and financial advisors to onboard clients in accordance with regulations through a seamless integration with identity verification, customer due diligence, and anti-money laundering screening solutions from our partners. Our platform also helps you service clients and deepen loyalty in the long run.
Key challenges solved by
our Client Lifecycle Management solution
Effective compliance
New obligations, greater complexity, increased regulatory scrutiny
Operational efficiency
Limited resources, increased client demands, pressure on margins
Change management
New market realities, technology changes
Digitalization
Simple and secure tools for increasingly tech-savvy clients
Grow and retain your client base by utilizing the benefits of our end-to-end, digital lifecycle management offerings
- Reduce onboarding time by 90%
- Reduce screening time by 50% - 70%
- Verify client IDs online in 5 minutes
- Sign a contract online in 5 minutes
- Generate documents instantly
- Use simple, guided client questionnaires
- Utilize end-to-end audit trails
- Free up front-office time for client-facing work
- Improve employee collaboration
Ready to get started? Contact our expert to know more.