This Platform Helps Wealth Firms Retain Their Investors
Rahul Kalvapalle — November 5, 2021 — Business
References: appway & wealthprofessional
Appway has launched an innovative new client onboarding platform that is specifically targeted towards wealth firms and private banks in Canada that are looking for a better way to go about not only onboarding investors and clients, but helping to maintain and manage their accounts seamlessly.
Designed to achieve full compliance with Canadian federal and provincial regulations, the 'Client Onboarding for Wealth' solution is situated fully in the Cloud and aims to make it easier to lure and retain investors. It does this by offering streamlined workflows for processes such as opening accounts, while helping investors to reduce the costs associated with acquiring clients. All of this is designed to translate into improved profit margins.
While similar solutions exist for the American market, the advent of a client onboarding platform designed to fit the specific market considerations and regulatory environment of the Canadian financial services industry is a welcome move for Canada's wealth management and investment firms.
Image Credit: Appway
Designed to achieve full compliance with Canadian federal and provincial regulations, the 'Client Onboarding for Wealth' solution is situated fully in the Cloud and aims to make it easier to lure and retain investors. It does this by offering streamlined workflows for processes such as opening accounts, while helping investors to reduce the costs associated with acquiring clients. All of this is designed to translate into improved profit margins.
While similar solutions exist for the American market, the advent of a client onboarding platform designed to fit the specific market considerations and regulatory environment of the Canadian financial services industry is a welcome move for Canada's wealth management and investment firms.
Image Credit: Appway
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