Client Onboarding

Globacom’s Investrack Onboard presents an easy to deploy and easy to use capability to banks and financial institutions to on-board new clients. Relationship Managers are able to complete the client on-boarding process outside the office and close to their clients. Right from initial profile capture to regulatory compliance on KYC to updating the back-end operations systems, Investrack Onboard not only offers a functionality to improve operational efficiency but also provides seamless experience to your clients. Investrack Onboard is tightly integrated with the Investrack™ Platform, which presents feature complete capabilities to build and enhance rich customer engagement experiences throughout the full client journey.

Investrack Client Onboarding