Enhancing Productivity with Intelligent Client On-boarding
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This feature is upgradeable
For Users
You can activate this feature with a VendorMatch Premium subscription.
Please click here for more information on Premium services
For Vendors
Vendors can upgrade to VendorMatch PRO
Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For Users
You can activate this feature with a VendorMatch Premium subscription.
Please click here for more information on Premium services
For Vendors
Vendors can upgrade to VendorMatch PRO
Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
Overview
Advisors in financial services industry are at the heart of delivering value to the customers. However, with the growing segment of tech-savvy millennials the advisors are being challenged to keep up to the ever-growing investment expectations of the investors who want more personalized financial advice aligned to their financial goals and fulfillment of regulatory compliance, which is imposing a challenge to shareholders questioning their profitability potential. Due to these pressures, the focus of advisor has shifted from core activities of client servicing to various front and middle office administrative activities.
iCOB is a solution that provides centralized system of records of all the customers’ data and on-boarding information with a consistent user experience across all multiple channels. It intelligently initiates workflows based on triggers defined by business.
Key Benefits
- Configurable and extensive SLA tracking
- Improves ownership and accountability
- Consistently and completely generates the requirements
- Ensures adherence to compliance requirements