Rapidly deliver highly scalable and maintainable institutional onboarding, portal and servicing solutions powered by Unqork’s robust integration, orchestration and digital experience capabilities, all without any coding or tech debt.
For commercial banks, capital market firms, and asset managers, the institutional client lifecycle management involves complex, high-stakes processes that:
The result if you don’t get it right? Poor client experiences, delayed onboarding times, high operational costs, lack of visibility for stakeholders, and compliance risks.
We help the world’s largest financial services companies unleash business/IT collaboration and unlock the power of GenAI to deliver elevated institutional onboarding experiences. Quickly create a centralized platform that automates and systematizes onboarding end to end, including:
Intelligent workflow orchestration.
Discover how the Head of Process Engineering leverages Unqork to accelerate innovation in Asset and Wealth Management.
Rapidly deploy a secure, digital front-end that connects the entire institutional client lifecycle, from onboarding to servicing. Elevate the client experience and drive operational efficiencies across the value chain.
Onboard clients 75% faster onboarding with powerful self-service functionality.
Standardization and digitization of manual tasks by leveraging dashboards, status tracking, and real-time notifications.
A powerful compliance engine, automated decisioning, data quality checks, full auditability of digital transactions, and more.
A global investment bank transforms its onboarding process in only 20 weeks—and with just 4 FTEs
Number of weeks from ideation to production
Acceleration in client onboarding times
Reduction in operational costs
Elimination of paper-based processes
Fewer resources vs. traditional development
With Unqork, the firm developed an end-to-end onboarding solution with tailored interfaces for all key stakeholders (e.g. administrative, operations, compliance). The solution seamlessly integrates with internal and external systems to automatically ingest and verify data related to entity, KYC, and suitability workflows. By implementing an external-facing portal the bank is now providing an experience that enables clients to upload information and documents with minimal intervention from firm team members.
