Unqork’s Institutional Onboarding solution helps commercial banks automate and systematize their client onboarding processes from end-to-end.
20
Weeks to go from ideation to production
Deliver a robust onboarding process with risk- and compliance-enabled capabilities for new commercial clients across any of your LOBs; Large Corporate, Commercial Real Estate, Middle Market, etc.
Request a Demo Download the Full BriefUnqork’s Institutional Onboarding solution helps commercial banks automate and systematize their client onboarding processes from end-to-end.
Weeks to go from ideation to production
Acceleration in onboarding times
Reduction in operational costs
Watch our video demo and discover how leading firms are transforming their onboarding processes with the power of no-code.
Easily link internal and external systems to capture prospect legal and financial information via turnkey integrations with providers such as LexisNexis, Arachnys, Salesforce, etc.
Consolidate and normalize disparate KYC data and documents into a single interface to quicken risk reviews
Concurrent workflow orchestration to reduce overall onboarding time
Automate rule-based processes to route to the appropriate approval framework
Eliminate paper-based processes through customer document uploads, auto-generated PDFs, and electronic signatures functionality
Events can automatically trigger notifications within the application or delivered via email or SMS
Unqork’s no-code application platform empowers innovation teams to overcome business challenges and rapidly bring new enterprise-grade solutions to life. Take your ideas from prototype to production—without writing a single line of code.
A Global Investment Bank sought to upgrade its existing onboarding process to address the highly manual client servicing processes that created long turnaround times, a poor experience for clients, and an increased administrative burden for front-office teams. The existing solution was highly manual, difficult to manage, and lacked centralized controls.
Using Unqork, the firm developed a digital solution with tailored interfaces for all key stakeholders (e.g., administrative, operations, compliance, etc.). The solution seamlessly integrates internal and external systems to automatically ingest and verify data related to entity, KYC, and suitability workflows. Clients were empowered to independently upload information and documents with little-to-no intermediation via external-facing portals.
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