Manual, cumbersome and drawn-out client onboarding processes require multiple communications with the customer to collect and verify different identity documents. The result? Poor client experience, a high attrition rate, lost revenue and dissatisfied customers. In this new digital environment, clients expect a seamless onboarding journey and their patience for the time-consuming nature of traditional onboarding processes is fading fast. Read latest NorthRow blog to learn more.
Whether a financial institution is offering investment advice, portfolio management or providing non-advice services such as execution-only services, the relevant suitability and/or appropriateness checks must always be carried out. NorthRow has partnered with muinmos to automate client suitability and appropriateness checks. Learn more.
NorthRow has partnered with muinmos to offer a complete automated onboarding solution for financial services. The integration enables Financial Institutions to undertake all Know Your Client (KYC) and Anti Money Laundering (AML) checks via a single API, whilst performing complete Suitability and/ or Appropriateness Assessment Checks. Request a demo to learn more..