Is onboarding clients a pain point at your firm?
Appway Onboarding can help. Press play to find out how.
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APPWAY ONBOARDINGAppway is the global leader in client onboarding for the financial services industry. With end-to-end automation and full transparency, Appway Onboarding’s guided processes enable financial institutions to quickly adapt to changing legal and tax environments and serve customers better.
What it Does
Generate Revenue FasterEach step of the client lifecycle is automated with Appway Onboarding, streamlining processes while speeding up workflow cycles. With tools to detect bottlenecks, businesses can adapt their operations to avoid issues and focus on revenue-driving activities.
Ensure ComplianceAppway Onboarding uses real-time data to identify compliance and legal and tax requirements, including KYC, PEP, MiFID, DOL, FATCA, CRS, and many more.
Fewer Signatures, Satisfied CustomersDigitalizing the signature process enables clients to instantaneously and securely manage information across all channels without having to print, post, process, or store hardcopy documents.
Prepare for KYC, Legal, & Tax ChangesReduce risk with tools that quickly adapt to new regulations independent of scheduled IT releases.
Client Onboarding StudyDelve into the latest trends and challenges in client onboarding in this cutting-edge industry report.
How it Works
Instant Notifications
Client Risk Rating
Business Activity Monitoring
Questions?We have answers. Contact us to learn how Appway Onboarding can help your firm boost efficiency, ensure legal and tax compliance, and guarantee outstanding client experiences.Contact Us
Highlights from Our Blog
FAQ: Compliance and Onboarding in the U.S.
It's no secret that keeping up with compliance changes has caused a number of headaches for banks across the U.S., especially when it comes to onboarding new customers. We often field questions from ...more
Digital Onboarding: No Pain, All Gain
Booking a hotel online? A couple of minutes. Buying an intercontinental flight online? A few minutes. Buying a wonderful pair of shoes online and getting them delivered to your front door? One day. Opening ...more
Customers Want Better Onboarding in Hong Kong
As we previously mentioned in our blog series on onboarding in Asia, clients of private banks in Asia need to wait far longer than clients in Europe to open an account. In a recent roundtable discussion ...more
APPWAY DIGITAL BANKINGAppway Digital Banking helps financial institutions make digital technology the core of business by tearing down the barriers between customers and their financial firms, connecting them across all touchpoints from any channel. Learn More