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MyDocSafe Use Case: Wealth Management Onboarding and Client Relationship.

MyDocSafe Use Case: Wealth Management Onboarding and Client Relationship. Wealth management is an area in which trust, transparency and efficiency of process are of paramount importance. On top of the need to handle a complex combination of accounts (sole, joint, ISAs, JISAs, foreign stock trading…) comes the requirement for top level security and professionalism. Factor […]

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Client onboarding in the time of a pandemic

Coronovirus forced a lot of professional services firms to rethink the way they onboard their clients.  Due to social distancing rules, face-to-face interactions are no longer the preferred way of conducting KYC checks, renewing contracts or selling.  These processes have to migrate online for a business to continue growing and retaining its customer base.   Digital transformation is […]

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