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Appway - Client Lifecycle Management for Wealth & Private Banking

Customer onboarding and beyond: Making CLM easy for relationship managers

Overview

The leading onboarding and CLM solution for financial institutions is now available directly in Salesforce, empowering relationship managers and wealth advisors to convert prospects into customers quickly and seamlessly, while remaining fully compliant.

See How Appway - Client Lifecycle Management for Wealth & Private Banking Works

Onboard customers in record time. Significantly reduce onboarding pains for your converted prospects. Satisfy customers from the start and onboard a higher volume of new clients, including HNW investors and complex structures, in record time.
Boost advisor productivity. Enable your relationship managers and advisors to focus on winning new customers by enabling collaboration with middle- and back-office and stay informed about the prospect’s onboarding status at any time through Salesforce.
Ensure KYC/AML compliance. Facilitate compliance-related tasks by enabling effective cross-departmental collaboration, while meeting applicable regulatory requirements (KYC, AML,...) globally and locally, across multiple jurisdictions.

In FSI today, critical processes are slowed due to multiple disconnected systems and organizational boundaries. Advisors are flooded with administrative tasks, while the cost of regulatory compliance explodes. With "Client Lifecycle Management for Wealth & Private Banking", relationship managers no longer need to switch between systems to perform tasks or check process statuses; they can manage all these interactions and have full oversight within a single platform, Salesforce. Further, Appway’s integration with Salesforce Chatter provides the perfect channel for all process stakeholders to collaborate in real time. In short, Appway—together with Salesforce—provides RMs a ‘one-stop shop’ experience when it comes to managing their clients. Relationship managers can launch and monitor processes related to client review, account maintenance, offboarding, and KYC/AML reviews, ensuring full regulatory compliance across multiple jurisdictions. The Appway/Salesforce combination allows for unbroken customer journeys, resulting in higher client satisfaction and stronger loyalty to their firm. Click “Watch Demo” to see Appway in action or visit us at www.appway.com.