Tools
We constantly invest in the technology that securely gives our customers the information they need when and where they need it. We have the right tools developed in-house or by our leading partners to meet the needs of our evolving customer base and offer the necessary support.
The Digital Onboarding Portal is our smart digital solution that we offer our network of independent Wealth Managers. It is a futureproof service, achieving a better customer experience from the beginning of the relationship. It ensures:
- A fast and flexible way of onboarding clients
- Data security
- Increasing operational efficiency
We streamline administrative tasks and avoid re-work in a digital environment within the different stages of the onboarding process:
- Client identification
- Account set-up
- Documents and certificates
- Signing contract
With full digital onboarding, the customer account is opened within 2 banking days.
