eXimius Client Engage and Conectus Client Onboarding

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The Objectway WealthTechSuite is a front-to-back office platform supporting the whole digital investment management process. It comprises Portfolio Management and Trading, Digital Client Onboarding, Advisor and Investor Portals, CRM & Digital Collaboration, Investments Back office.

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Key Features

Complete customer acquisition and identification, Client profiling, Suitability (assets/liabilities), AML checks, Workflow automation, Contract generation, Digital signature, Account & Mandate creation, Omni-channel and multidevice customer experience, Dashboard of onboardings.

Key Benefits

Elimination of paper work and manual processing, Reduction of error rates, Possibility of self-service onboarding, Reduction of process waiting times, Efficient scaling of onboarding operations, Improvement of compliance and KYC requirements, Improvement in customer experience.

Product/Service details