Client Onboarding Objectway
Objectway provides an automated and streamlined onboarding process to improve client experience and enhance advisor productivity in compliance with regulatory requirements.
Client onboarding enables to collect client information, check identity and financial data, obtaining consent from all involved parties in order to decrease manual processing, minimize errors and efficiently scale onboarding operations.
Key Features:
- Advisor-driven & self-directed client onboarding
- Omni-channel interaction
- Optimised customer & advisor experience
- CRM independent
- E-signature to efficiently scale operations