Blanco Services app for iPhone and iPad
Developer: Blanco Services B.V.
First release : 31 Jan 2018
App size: 0 Bytes
The blanco Client Onboarding registers your new wealth management prospect within the hour. Our clients reduced the onboarding process from days to within 60 minutes.
The blanco onboarding module digitalizes the whole onboarding of prospects to clients for Wealth and Asset Managers - from collecting the personal data up to the digital signing of contracts - as follows:
- The Due Dilligence research is automated and connected to trustworthy databases from central banks and financial authorities.
- Know Your Customer (KYC) functionality to ask different kinds of questions to your clients
- Registration can be finalized with digital signing of contracts
- Product is whitelabel and can easily blend in with your corporate identity
The end-result is a digital client file compliant with rules and regulation of the financial services industry. The solution can be used with this iPad application or with the supporting web backend and can be used in any location as long as you are connected to the internet.
No paperflow needed anymore, so more time to invest in your clients!