Finantix Onboarding V2

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Overview

Finantix Onboarding is part of the Finantix Components product set, which digitally enables attended, self-service and hybrid user journeys across channels and devices, driving:

·Increased sales productivity

·Compliant and personalised advice

·Insightful product management

Finantix Onboarding fully utilises our enterprise-ready platform, Connected Forms alongside Finantix Components APIs to help financial institutions deliver frictionless service in a more productive, reliable, compliant and personalised fashion.

Onboarding user journeys are built leveraging the wide client data models that sit behind Finantix Components. KYC and Profiling forms and workflows are highly configurable, making data and document collection and validation seamless. This approach also allows for the entire process to be a discussion between client and advisor, rather than a one-way dialogue.

Advisors are better prepared for their client interactions, with the Meeting Planning and Assistant functionality aiding them with meeting agenda management, content selection and compliance checks.

Optional Automated KYC and Source of Wealth components extend the standard onboarding processes including AML / Profile checks as well as collection and corroboration of the information with regard to assets declared by the client.

Key Features

•Client data collection, using dynamically rendered application forms with pre-population of forms and ease of validation

•Rule-based document collection with client self-service portals

•Sign on glass and e-Signature

•Case management and approval workflow

•Designer tool enabling forms configuration without code change

•Meeting planning and management

•Meeting content preparation

•Compliance checks

•Cross-border sensitive controls

•Meeting reports (MiFID II and FIDLEG compliant)

•Source of wealth corroboration

•Embedded automated KYC decisioning for clean cases

•Account / product activation processes

•Multi-channel / multi-device collaboration features
(chat, video call, screen-sharing)

•Support for remote meeting execution

Key Benefits

•Reduced cost of compliance thanks to automated compliance checks and rule-based data and document collection

•Better customer engagement – an improvement from client interview to active client dialogue and discussion with the client, with dynamic and intuitive form rendering

•Greater consistency with guided meeting preparation and content selection

•Fully auditable process