Tag: Client Onboarding
October 19, 2017Market Research into Digital Onboarding in Switzerland and Germany Paints a Picture of Mediocrity

!We have a problem, folks. Opening a bank account or getting a credit card should not raise your blood pressure. We have the technology to simplify onboarding, so why are banks still using outdated and inconvenient processes?In 2016, we wrote about the state of digital onboarding...

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August 24, 2017When it Comes to Swiss Banking, Size Doesn’t Matter

banks-big-smallInvestec Switzerland, a Swiss wealth management bank and subsidiary of the international Investec Bank, is small in comparison to many other major players in the banking industry. But when it comes to being digitally progressive and innovative, it’s shown itself to be a real powerhouse. And...

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May 04, 2017FAQ: Compliance and Onboarding in the U.S.

question-mark-faq!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 our clients wondering what they can do to maintain compliance despite an ever-changing...

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April 20, 2017Digital Onboarding: No Pain, All Gain

online shopping!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 a simple bank account online? Weeks! But only if you’re lucky and your bank...

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February 02, 2017Customers 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 Appway hosted in Hong Kong, senior banking specialists exchanged visions...

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January 26, 2017Compliance Meets Digital Onboarding in Hong Kong

!Along with our blog series on digital onboarding in Asia, Appway recently hosted a roundtable in Hong Kong with Asian Private Banker. Appway’s Igor Djurdjevic and senior banking experts exchanged visions about digitalization and main pain points when it comes to onboard a client. Here are...

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January 18, 2017What’s the Status of Client-Centricity in Singapore Banking?

!As we mentioned previously in our onboarding in Asia blog series, clients of private banks in Asia need to wait far longer than clients in Europe to open an account. In a recent roundtable discussion Appway hosted in Singapore with banking specialists, 72% of the participants...

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January 11, 2017Compliance Meets Digital Onboarding in Singapore

!Along with Hubbis, Appway recently hosted the roundtable Drive your Top and Bottom Line with Client Onboarding in Singapore. The participants, senior banking experts from local and global private banks, exchanged visions about digitalization and the main pain points when it comes to onboarding a client....

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November 17, 2016Is Standardization the Key to Advisor Empowerment?

!Even though some fear digitalization will lead to disintermediation, the advisor still remains center stage. Through their broad digitalization initiatives––the role and capabilities of the advisor are being enhanced. Many advisors, however, are weighed down with multiple and often unconnected systems, creating chaos and inefficiencies. Wealth...

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November 10, 2016Appway Digital Banking London: Wealth Management & the Pursuit of Digitalization

!Wealth managers across Europe gathered at the Soho Hotel in London to learn about the inevitable shift towards digitalization that all wealth management firms must contend with. The conclusion of the Breakfast Briefing, co-sponsored by WealthBriefing, is clear-cut: Wealth managers have to engage clients through digital...

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