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Appway - Client Lifecycle Management for Wealth & Private Banking
Customer onboarding and beyond: Making CLM easy for relationship managers
- Industries
- Financial Services
- Business Need
- Productivity
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.
Highlights
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.
Provider Details
With over 15 years of industry experience, Appway enables financial institutions to reach their goal of becoming truly client-centric and operating efficiently, while remaining compliant across jurisdictions. Our scalable software solutions cover the entire client lifecycle: prospecting, onboarding, KYC and customer due diligence, client update and maintenance, and regulatory and periodic reviews. Via intelligent orchestration, we connect systems, data, and people across organizational boundaries, thereby allowing them to collaborate at peak effectiveness for optimal value. Appway’s award-winning software is trusted by 10 of the top 25 wealth managers, and serves over 510,000 users worldwide. Headquartered in Switzerland with offices around the globe, we have several hubs at the intersection of finance and technology, and an international presence reinforced by a strong partner ecosystem.
Pricing Details
Contact us for additional pricing information.
Default Plan
$99 USD/user/month