THE SOLUTION

With more than 20 years of experience using design thinking and customer-centricity to deliver incredible experiences for our wealth management customers. We have applied our expertise to create Capco’s Onboarding and Asset Transfer Portal - an end-to-end process digitization solution – automating many of the wealth management back-office processes for institutions and providing an easy, online experience for customers.

KEY BENEFITS

• Higher employee satisfaction
• Greater productivity
• Cost reductions for internal support
• Increased efficiencies

KEY FEATURES

• Validation using AML, KYC and other regulatory control questions
• Integration with Book of Records to open accounts automatically
• Automated transaction matching and closing of the fulfillment process
• Automated transaction discrepancy flagging
• Continuous feedback allowing for ongoing process optimization
• Users can change and reconfigure processes dynamically
• View historical trends
• View and compare individual operational performance metrics
• View account balances and value of transaction break discrepancies