Process Automation for Wealth Management Onboarding
True process automation begins by fixing the biggest bottleneck: manual document collection. Stop chasing paperwork and start providing a world-class onboarding experience for your high-net-worth clients.
Request a Demo →Why Wealth Management Teams Automate Document Collection
Our platform is engineered to handle the complex and sensitive document requirements of client onboarding, ensuring compliance and accelerating your time-to-value.
AI-Powered Document Analysis
Our AI analyzes submitted documents to validate authenticity, check expiration dates, and ensure completeness against your specific onboarding requirements, significantly reducing compliance risk.
Automated Client Follow-Up
Eliminate manual chase-ups. The system automatically sends polite reminders to your end-clients via email and WhatsApp, notifying them of exactly which documents are still needed.
Comprehensive Status Tracking
Gain complete visibility with a real-time dashboard. Track each end-client's overall progress and see the status of every individual document, including clear reasons for invalid submissions.