Streamline new client onboarding for wealth management

The client onboarding experience can make or break an organization, particularly in money management. Potential clients have a lot of questions, and a lot of different options, in banking and investment institutions.

Manual processes and repetitive forms hurt the experience

Typical paper-based, manual onboarding processes are slow, disjointed, and can make a client repeat themselves at multiple points. Securely organizing signed documents—crucial for regulatory compliance—is highly susceptible to human error.

An onboarding solution built to impress

With Nintex, slow-moving manual steps and repetitive forms are replaced with a single, connected solution. New clients complete important background checks, do initial deposits, and receive welcome information to guide them seamlessly into their experience with you. Documents are handled securely and compliance is assured.

The benefits

Easy

Eliminate paperwork and manual processing of client documents.

Saves time

Streamline the onboarding process to get rid of repetitive tasks and constant check-ins.

Consistent and accurate

Capture necessary information every time so nothing important is missed.

Ready to make the leap?