Customer On-boarding Presentation

Digital Customer On-Boarding

Win New Customers & Increase Your Assets

On-Boarding processes via digital tools elevate financial institutions. It is anticipated that over 50% of financial advisors and wealth managers will benefit immensely from the technological advances in the next 3 years.
Having the proper technological tool helps boost the performance of these professions by almost 20% in asset growth and revenue. * Our On-Boarding Solution, not only gives an opportunity to increase the performance of your institution and improve the customer experience but it also offers personalized questionnaires and specific risk profiles.

Download our digital onboarding presentation now [for free] including:

  • KYC (Know Your Customer)
  • Online Account Opening
  • Identification
Fincite Customer Onboarding
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What Our Customer Says About Our Digital On-Boarding Solution
Fincite Partner

“Evergreen is aiming for technological leadership in digital financial planning and investing. Fincite’s CIOS is paving the way from our state-of-the-art asset management to great customer experience.” Iven Kurz, CEO Evergreen

Towards True KYC: Technological Innovations in Client Due Diligence, ClearView Financial Media, 2016 (3 ‘’ did you know’’ stats) Leveraging a Digital Approach to Meet Wealthy Customers’ Needs, Javelin Strategy & Research, 2015
Making banks work harder for you
Digital Enablement: Digital Advisor Tools to Build Your WM Practice, Aite Report, August 2016
Wealth Management Spending: Celent, May 2016