Onboarding for Wealth combines digital and physical interactions to provide clients with a personalized and convenient experience—all while guaranteeing global compliance.
Tailor ExperiencesExceed expectations with tailored service based on a 360° view of client relationships.
Empower EmployeesAutomate processes to tear down silos between relationship managers and stakeholders.
Guarantee ComplianceContinuously update KYC and AML information to adapt to new regulations.
Service Customers AnywhereAssist your customers globally with digital, cross-jurisdictional onboarding.
Learn what you can do with Appway's client onboarding solution for wealth management.Download Factsheet
Find out why Appway clients are truly satisfied: 4.8 out of 5 stars in Gartner Peer Insights for digital banking platforms as of April 18, 2018 based on 8 reviews!
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 InteractionAllow 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 Experience
Orchestrate 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,
Manage ApprovalsIn parallel & sequentially
Onboarding for Wealth in Action
Tool to profile clients through KYC, FATCA, and CRS questionnaires, giving a 360° view of their regulatory status.
Secure Document Exchange
Clients and relationship managers can exchange documents securely. Transparency and accessibility have never been easier.
Role management made simple with a comprehensive view of a customer’s family connections, even in complex cases.
Our PartnersLeverage our network of leading digital system integrators and maximize your solutions.
What Do Our Customers Say?Investec first turned to Appway to automate its client onboarding process. Now, the global wealth manager is rolling out digital banking initiatives at locations worldwide.
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