Institutional Onboarding for Financial Services

Deliver a robust onboarding process with risk- and compliance-enabled capabilities for new institutional customers.

Seamless integrations

Easily link internal and external systems to capture prospect legal and financial information via turnkey integrations with providers such as LexisNexis, Arachnys, Salesforce, etc.

Streamlined KYC

Consolidate and normalize disparate KYC data and documents into a single interface to quicken risk reviews

Parallel workflows

Concurrent workflow orchestration to reduce overall onboarding time

Rule-based processes

Automate rule-based processes to route to the appropriate approval framework

Digital onboarding entity portals

Eliminate paper-based processes through customer document uploads, auto-generated PDFs, and electronic signatures functionality

Real-time notifications

Events can automatically trigger notifications within the application or delivered via email or SMS

eBook

Innovation, Accelerated

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.

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Success Story

A global investment bank transformed its onboarding process in just 20 weeks using only 4 FTEs

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.

20

Number of weeks to go from ideation to production

75%

Acceleration in client onboarding times

40%

Reduction in operational costs

100%

Elimination of paper-based processes

80%

Decrease in development resources compared to traditional development