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Digital Client Onboarding

Streamline Client Onboarding: Optimize For Efficiency And Satisfaction

Contemi Onboarding Software digitalizes end-to-end client onboarding process. Leveraging advanced technology, it enables financial service firms to easily capture, store, review and update data. The solution makes compliance and regulation checks across multiple jurisdictions faster and easier. Go paperless with automated and omni-channel onboarding to improve your client and advisor experience, minimise processing time and increase conversions

Elevate Customer Experience

Tailored onboarding experiences enhance brand perception by personalizing the journey for each customer. Providing self-service resources empowers customers to navigate at their own pace, meeting modern on-demand expectations.

Improve Operational Efficiency

Automated workflows free up compliance teams to concentrate on managing risk instead of handling process and administrative tasks. By minimizing manual processes, advisors have more time to serve clients and increase their productivity.

Reduce Costs & Minimise Risks

Eliminate the costs of laborious record keeping and data storage processes. Automated compliance checks, including KYC, PEP, and background checks, reduce manual errors and enhance security.

Customised Communication

Automating the Customer Onboarding process also includes ensuring your system sends timely, clear, and helpful communications throughout each stage of the onboarding.

Client Dashboard

Empower clients to track their own onboarding progress through a client portal. Digital storage allows clients to upload and retain all their important information to make it easier to interact with their advisor.

Automate Diligence Checks using AI/ML

Automate real-time KYC & AML check with results published in matter of seconds. The solution also supports Global PEP, sanctions check, monitoring as well as in-built risk algorithm to calculate client suitability. Quick and easy IDV (Identification verification) checks in real-time using document scrubbing, facial recognition, and machine learning technology.

Customised Workflows

The solution is completely customisable to the businesss' existing operating norms. The platform is flexible and scalable to evolve according to new regulations and support growing businesses.

Seamless Integration

WIN Client Onboarding solution seamlessly integrates into existing operations and technology infrastructure. Configurable workflows and questionnaires with API integrations ensure data integrity and a simple yet effective user experience.

Real-time Visibility

The solution gives a complete view of client information and history. Provides complete visibility into onboarding cycle times to identify and resolve any inefficiencies. The system also offers real-time reporting dashboards.

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