Digital Client Onboarding in Wealth Management

Your initial customer interaction is not just a process—it’s a chance to set the tone for a lasting relationship. In wealth management, a memorable and seamless first encounter builds trust and positions your firm as innovative and client-centric. Wealth management firms that digitalize and automate client onboarding by leveraging the latest technologies like Gen AI can transform routine procedures into engaging experiences, delivering speed, security, and personalization, while reducing costs.

Hexaware Empowers Wealth Management

At Hexaware, we transform your client onboarding process into a seamless, efficient, and engaging digital journey. We deliver tailor-made solutions focused on digital transformation, cloud modernization, and AI-powered data analytics by integrating our technological expertise with deep domain knowledge.

Key Benefits

80%+ reduction in manual data processing time
90%+ data extraction accuracy
90% reduction in errors due to manual data entry
40%+ reduction in total operational costs
70%+ overall reduction in onboarding time

Hexaware’s Tailored Digital Client Onboarding Capabilities

Streamlined Processes and Automation

Automate key onboarding steps—from client data collection and product selection to reporting.
Incorporate e-KYC and automated compliance checks to streamline regulatory compliance.

Enhanced Client Experience

Deliver a superior digital experience through user-friendly portals that offer real-time portfolio insights.
Leverage advanced analytics and interactive dashboards to provide personalized onboarding journeys and actionable insights.

Effective Data Management & Integration

Utilize low-code/no-code platforms to efficiently aggregate, normalize, and validate client data.
Integrate external data sources—market providers, research platforms, and live feeds—to empower timely and informed decision-making.

Regulatory Alignment and Reporting

Ensure full regulatory compliance with standardized reporting processes.
Harmonize data across multiple channels and generate automated transaction reports.

AI-led Solutions

Enhance client support with AI-powered virtual assistants.
Tailor investment strategies based on client goals and preferences.
Automatically extract and summarize document information to support faster client interactions.

Seamless Systems Integration

Evaluate, customize, and implement third-party platforms and products with comprehensive support—from performance testing and security assessments to continuous 24×7 monitoring.
Enable multi-channel engagement by integrating client portals, mobile applications, and CRM systems.