Transform your paper and PDF forms into guided, data-driven interviews, accessible across any digital or mobile device. Capture the data you need to conduct KYC/AML identity checks and risk assessments with ease – without rekeying – reducing errors. Then use incoming data to generate communications on demand.
Easily create highly personalized and contextual communications on demand, from investment proposals and agreements to emails and SMS messages. Generate millions of account statements and reports at scale for digital or print delivery. Simplify template management to reduce IT costs. Lock down brand and compliance requirements to reduce risk.
Invite multi-party investors from separate locations to contribute information to a process with ease. Enable two-way collaboration over secure digital channels for highly negotiated investments using built-in automated workflows.
Engage clients with compliant, integrated messaging across their preferred channels – SMS, email, social channels, in-app messaging, just to name a few. Orchestrate a customer journey that meets clients where they are, switching over to print as necessary.
Extend your client data to personalize every interaction by either using prebuilt integrations or open APIs to link to your core systems of record. Connect to RPA and case management tools for even more robust automation, simplifying tasks like KYC/AML identity checks. Tie in e-signature tools like DocuSign or OneSpan to create a fast, easy client experience. Learn more about our network of trusted ISV and integration partners.
Gain insights to see where you can optimize the client journey even further. Identify points of friction for your clients and advisors so you can close more new business faster. From steps in data capture to document fragments, we can show you how to optimize for success.