A quantum leap for your wealth management business

Eclipse your competitors with intelligent data and process automation for wealth management businesses. Exceed customer expectations, ensure compliance and leave manual processes in the past.

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Enter the era of automation in wealth management

In wealth management, business process automation is a game-changer – relying on manual processing doesn’t cut it anymore. Clients demand more, document volumes are soaring, and compliance is challenging. Intelligent document processing (IDP) and automated workflow software replace tedious data entry with lightning-fast processing speeds and impeccable accuracy. It’s the smart tech your company needs to stay ahead of the game.

BETTER

Accuracy and compliance

Eliminate manual data entry and reduce errors. Greater accuracy makes compliance a breeze, so you can avoid penalties and rest easy.

EASY

Systems integration

Seamlessly integrate our solutions with your current platforms. Enjoy a smooth switchover with minimal disruption.

IMMEDIATE

Decision making

Access data-driven insights immediately. Make smarter, faster decisions, and ensure your business stays agile.

Intelligent data and process automation for wealth management businesses

Automated document processing for the wealth management industry uses advanced machine learning to revolutionise the way you work. Accomplish data processing tasks that once took many laborious hours with astonishing speed – accuracy increases, timelines decrease, and your customers are delighted.

Client data security

As a wealth management firm, you need robust client data security solutions. We’ll show you how you can:

  • Use advanced technology to scan and identify PII across various data banks, ensuring client data is protected.
  • Automate the detection and management of personal data, reducing the risk of non-compliance penalties.
  • Prevent data breaches by continuously monitoring and alerting on unauthorized access or potential vulnerabilities in the handling of client data.

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Compliance and record keeping

Never stress about an audit again. Our intelligent software programs use AI and machine learning to digitise your current client records and verify new applications. This ensures you:

  • Nail your KYC compliance.
  • Simplify verification and reduce your risk of fraud.
  • Keep all customer records accurate, complete and up-to-date.

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KYC reporting

You can’t be too careful with your KYC reporting. We have solutions to help you:

  • Consolidate your customer data into a single dashboard, making it easier to manage and report KYC data.
  • Simplify your KYC data analysis with real time visual graphs.
  • Make quick and informed decisions in KYC reporting.

Client onboarding & admin

Harness machine reading technology to extract data from any document faster and more accurately than ever. With IDP (Intelligent Document Processing), you can:

  • Simplify account servicing.
  • Eliminate needless hours spent on data entry and chasing signatures.
  • Say goodbye to transcription errors.

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Talk to us

Reach out today to see how intelligent data and automation for wealth management businesses can elevate your company’s growth and scalability.

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Data journey stage solutions for wealth management companies

You need to know that your clients’ financial data is organized, accurate, compliant and safe. Our sophisticated, scalable solutions capture, clean and protect confidential information with cutting-edge technology and rigorous threat-detection mechanisms.

Data capture solutions

Enhance efficiency and accuracy with machine-reading technology that swiftly extracts and corrects data from any document, including unstructured or handwritten documents, fact finds, IDs, pay slips, statements and more, automating data capture and reducing errors.

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Data cleaning solutions

Enhance data security in banking with automated redaction software. Streamline the removal of sensitive information from financial records to prevent breaches and ensure regulatory compliance.

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Data security solutions

Enhance data security in banking with automated redaction software. Streamline the removal of sensitive information from financial records to prevent breaches and ensure regulatory compliance.

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Data analysis solutions

Streamline decision-making with a single-view solution that offers insights and analysis of customer behaviour, transaction trends and resource management through automated data processing.

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Integrations

You won’t have to overhaul your existing tech setup. Our solutions integrate smoothly with your current applications – and beyond.

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Xplan Optimisation

Looking for help to optimise your Xplan world?

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Insights and resources

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Contact our experts today to learn how we can tailor solutions to suit your needs.

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