Client onboarding for a new advisory relationship involves collecting identification, verifying it, screening for sanctions and risk, and drafting agreements.
The automated version collects documents, verifies identity, screens against watch lists, and prepares agreements without manual chasing. New clients move from application to signed agreement in a fraction of the time, with consistent compliance checks at every stage.
The full workflow, from trigger to completion.
A new client application logged starts the onboarding workflow automatically.
The intake requests, collects, and verifies ID and proof of address documents.
The screening checks the applicant against sanctions, PEP, and adverse media data and logs a risk score.
Only clients flagged by the screening are routed to the compliance officer for manual review and sign-off.
Once cleared, the client agreement is generated and sent for e-signature.
A billing account and fee schedule are created automatically once the agreement is signed.
The assigned advisor is notified that the client is fully onboarded and ready for their first meeting.
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