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.
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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.
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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.
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.
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.
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Data capture solutions
Reduce errors and save time with our machine-reading data capture solutions. Extract data from any document, including handwritten, fact finds, IDs, statements and more to efficiently automate date entry.
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Data cleaning solutions
Protect client confidentiality and your business’s reputation with automated redaction software perfectly aligned with the requirements of the wealth management industry. Sanitise records, strip out sensitive financial information, avert data breaches and maintain regulatory compliance.
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Data security solutions
Minimise risk and guarantee the protection of client information with our cutting-edge data security solutions for the wealth management industry. We help you secure sensitive data with the latest technology, delivering robust threat detection protocols.
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Data analysis solutions
Drive confident decisions and save time by clearly analysing your clients’ financial data. Quickly grasp client portfolios, investment patterns, asset management and compliance gaps with our streamlined document process automation and insights tools.
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?
Insights and resources
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Talk to us
Contact our experts today to learn how we can tailor solutions to suit your needs.