| | January 20165Onboarding the Biggest Brands in Finance since 2003The onboarding of new clients is a critical process that begins with the very first interaction between a bank and a new prospect and continues to resonate throughout the entire client lifecycle. It involves a variety of participants and touches a wide range of core banking activities such as account opening, client and product-data gathering and recording, up selling, cross selling, and KYC and FATCA questionnaires. Appway Client Onboarding goes beyond ordinary process efficiency to deliver outstanding multichannel and multi-device experiences that add substantial value to the bottom line. Discover the strategic steps to successful client onboarding in our expert whitepaper. Download your free copy:www.appway.com/cioreviewFour of the world's top five private banks already use Appway Client Onboarding to digitalize and modernize their processes and deliver superior customer experiences.ContactAppway Inc. 212 West 35th Street 14th FloorNew York, New York 10001na@appway.com +1 917 398 0030CH5PDFBranchesData GatheringApprovalActivationDocument Set GenerationAdvisoryMobileRemoteParticipantsSLAWelcome setInsightThe process begins with guided and intuitive dataentry that automatically prevents errors. Profiles, such as KYC, are created.Depending on regulatoryrequirements, all forms necessary for the requested accounts, products and services are auto-selected.Rules automate the form-fillingenabling the completePDF Document Set to be createdand sent to the client, ready to be signed.The last step in the process iscompleted electronically by Standard Adapters and the Appway Integration Link. All information is stored, documents are archived and accounts and products are activated.All required approvals are contextually driven and reflect the regulations of the financial institution. Because the client summaries received are role-specific, each approval is quickly completed. The Appway Client Onboarding Experience
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