Our Appian-powered Institutional Onboarding solutions deliver maximum speed and efficiency.
Key benefits are below:
We helped a leading financial services business to streamline onboarding for several hundred types of work.
This increase in efficiency has allowed for thousands more clients to be onboarded with less friction, with a fee value of over £100 million and counting.
Achieve total control and visibility with templates, built-in intelligence for document management and integrations.
Use pre-built templates and tailor them to support specific customer needs.
Gain a complete view of onboarding history with key actions and changes by activity.
Incorporate an initial KYC screen questionnaire as part of a new onboarding.
Transform your institutional onboarding process in eight weeks or less.
Fill in your details below to receive a same-day call from a Procensol Technical Consultant.