Institutional client onboarding is a complex, time consuming, business critical process, which requires departments across the business to work together in order to deliver a smooth set up and positive client experience.
Designed by experienced industry professionals, our solution enables asset managers, fund administrators, custodian banks and advisors to onboard client assets quickly, efficiently and in line with regulatory requirements. It works as a standalone solution or can be fully integrated with existing systems and processes.
The data captured, either entered directly into the system or acquired from the internal CRM system will trigger the appropriate workflow and processes. Multiple company departments can be managed together, which enables push notifications, and promotes productivity process while continually monitoring all tasks.
Fully configurable dashboards provide clear visibility of onboarding requirements, pipeline activity and consultant engagement, as well as the status and progress of existing onboarding and offboarding processes. All activities are underpinned by audit trail and management information capabilities.
Saffron Institutional Onboarding can significantly cut onboarding times while increasing operational efficiencies across the business. Improved onboarding times accelerate funding dates, which impacts positively on the bottom line and delivers a superior client experience.
Please contactUS@saffrontec.com to find out more about this unique offering.