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Customer Onboarding Systems

VendorMatch Directory

Find customer on-boarding systems and solutions from vendors listed on our directory. Our platform supports research and evaluation of software technology enabling you to analyse and compare functionality for client on-boarding for investment funds, wealth managers, and banks. Customer onboarding solutions include business line, operations, and compliance/risk elements, spanning from customer acquisition, account opening, KYC/AML, and fulfillment.
  • Advent Portfolio Exchange is the integrated portfolio and client management solution that puts everyone in your firm – from executives to portfo…
  • Elevate™ enables financial institutions to reinvent themselves to become a thriving digital ecosystem. It is a completely integrated omnichannel…
  • My-Insurer CRM/CSM is coupled with the Wellnex mobile application to deliver through a fully digital environment all the features to insurance i…
  • The SideDrawer platform includes a consumer facing mobile app, and a dashboard for the Pro, or professional service provider (Estate Lawyer, Adv…
  • Atfinity is an easily integrateable no-code platform that automates custom client processes without writing a single line of code. We are exper…
  • ConsumerPlus is a comprehensive end-to-end solution that automates the front end / Back end processes of retail trade financing. Consumer plus o…
  • IFS offers the only complete onboarding solution for the securities and wealth management industries. Whether your firm is looking for a solutio…
  • As financial services firms continue their efforts to attract and retain top talent, they must have solutions in place to handle the complex pro…
  • With pressure to manage costs, improve service levels and respond to rapidly changing regulatory demands, firms are turning to automation for th…
  • Address new market segments, offer automated services while increasing productivity and profitability Being at the forefront of technology the R…
  • Satuit Technologies is the premier software solutions provider for buy-side asset management, hedge fund, wealth management, private equity, and…
  • DANAconnect is the single customer communication platform a financial institution requires, providing all the security, compliance, audit, and o…
  • Fenergo’s Client Lifecycle Management solution is a cloud-native SaaS platform which enables financial institutions to digitally and efficiently…
  • IFS’s Account Maintenance Solution allows financial advisors, sales assistants and other operations professionals to manage accounts with ease.…
  • Financial Services firms receive millions of documents each day from customers, vendors, service providers, counterparties and others that conta…
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