With over 15 years of industry experience, Appway enables financial institutions to reach their goal of becoming truly client-centric and operating efficiently, while remaining compliant across jurisdictions.
Our scalable software solutions cover the entire client lifecycle: prospecting, onboarding, KYC and customer due diligence, client update and maintenance, and regulatory and periodic reviews. Via intelligent orchestration, we connect systems, data, and people across organizational boundaries, thereby allowing them to collaborate at peak effectiveness for optimal value.
Appway’s award-winning software is trusted by 10 of the top 25 wealth managers, and serves over 510,000 users worldwide. Headquartered in Switzerland with offices around the globe, we have several hubs at the intersection of finance and technology, and an international presence reinforced by a strong partner ecosystem.
In the United States, Appway is an Associate member firm of SIFMA.
- Transforming the Client Journey: How to Win Your Customers' Trust and Loyalty
- Innovate to Succeed: The Client Call to Action for Wealth Management