Our platform has embedded functionality that helps customers combine digital and physical interactions to create personalized investor onboarding.
We can streamline straightforward processes, like opening an account for individuals or small enterprises. We can also improve more sophisticated situations, like onboarding trusts or financial services institutions.
Many current investor onboarding processes still involve lengthy forms, cumbersome logins, and paper documents. All of these lead to dissatisfaction and journey drop off.
We help you offer completely digital self-onboarding, so end-investors can open new accounts in minutes, directly from your website, across any device. All determined by an experience you design and control.
Data source: FNZ Platform analysis 2023
Engage end-investors when they want, in the channel they prefer, with zero wait-time after signup. Leverage paperless processing with automated Know Your Customer (KYC) questionnaires, tailored product recommendations, simplified data gathering, e-signature, and online identification.
Providing a digital, streamlined experience helps improve end-investor and advisor connection, meet end investor expectations, scale high volume business, and manage complex regulatory requirements
Success story
LGT has grown from a regional bank to an international private bank with more than twenty locations worldwide. LGT partnered with FNZ’s onboarding team to create a completely digital and integrated onboarding system.
Insights
A shift to digital onboarding is having a dramatic impact on the industry economics, but there is still much to improve.