Onboarding for WealthProvide clients with a dedicated digital concierge to engage them on their terms.
Service Customers Anywhere
Excellent, flexible, well-integrated system provided by an expert in wealth management.Head of Operations Strategy & Head of Family Office Services in the Finance Industry
We have had an excellent overall experience with Appway, including… full, smart automation of our previously manual and disjointed client onboarding process.Head of Operations Strategy & Head of Family Office Services in the Finance Industry
Implementation was a great success for all teams involved.Vice President in the Finance Industry
The Onboarding for Wealth OfferingCombine Onboarding for Wealth’s business components to flexibly and efficiently design outstanding client onboarding.
Digital ConciergeOffer the choice of a preferred personal relationship manager.
Household Tree & Role ManagerDefine account roles with preconfigured rules that contextualize personal relationships.
Meeting SchedulerProvide clients with a digital scheduling assistant to conveniently facilitate meetings with their relationship manager.
Cross-Border Interaction Allow clients to open accounts from anywhere without having to travel.
Secure Document ExchangeEnable secure and direct document exchange between clients and relationship managers.
Client ProfilerRules engine that ensures clients are fully profiled through KYC, FATCA, and CRS questionnaires without having to rekey data.
Signature ManagerCollect and process wet, digital, and electronic signatures with an out-of-the-box configurable tool.
Digital CollaborationClients can choose to interact with their relationship manager online, in person, or through a combination of both.
The Onboarding for Wealth ExperienceOrchestrate the customer journey through a reliable collaboration layer, where compliance is established by design and implementation is automated. Relationship managers can focus on value-adding servicing, managing both physical and digital interactions seamlessly.
Accessible wealth manager
ProfilingFamily & Household Tree
Risk & suitability
360° view of client relationships
Product ConfigurationMultiple accounts
and in person
Manage RulesContractual documents
Guarantee ComplianceKYC, GDPR, CRS, PSD2, MIFID II, DOL
Activate AccountActivation, integration, core banking,