Financial Services | Client Lifecycle Management
Modernize the Institutional Client Lifecycle
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.
Trusted by Top Enterprises
Breaking the Bottleneck
Your Challenge
Complex processes, manual workflows, disconnected experiences.
For commercial banks, capital market firms, and asset managers, the institutional client lifecycle management involves complex, high-stakes processes that:
- Span internal & external teams and disparate systems
- Too often rely on slow, highly manual processes for both clients and internal teams
- Lead to disconnected experiences across the client lifecycle
- Require constant updates as regulatory & compliance rules evolve
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.
From Complexity to Clarity
Unqork for Onboarding
Streamlined onboarding, powered by GenAI.
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:
- Fully customizable front-ends. Quickly build digital-first experiences for clients and internal teams that are tailored to your brand design requirements.
- Rapid integration. Quickly and securely connect with first- and third-party systems, data, rules providers, generative AI capabilities & more.
- Fully digitized information-gathering. Accelerate and simplify KYC, information gathering and other client-facing workflows.
Intelligent workflow orchestration.
- Quickly create complex workflows to accelerate onboarding and reduce operational costs, from task routing to automated decisioning.
JPMorgan Chase Delivers Solutions Faster with Unqork
Discover how the Head of Process Engineering leverages Unqork to accelerate innovation in Asset and Wealth Management.
Modernizing Client Servicing
Unqork for Portals & Servicing
Enable seamless client journeys.
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.
- Branded, consumer-grade UX. Quickly deliver pixel-perfect, consumer-grade experiences at scale for clients and internal teams.
- Unified client experience. Seamlessly integrate modules across the institutional client lifecycle, and quickly customize and extend capabilities to serve multiple segments.
- Comprehensive workflows. Quickly digitize and connect complex servicing workflows that span client teams, internal teams, and multiple data sources and systems.
- Rapid, secure integrations. Rapidly, securely, and scalably integrate both modern and legacy CRM and other key systems with 800+ out-of-box integrations.
- Advanced permissioning and access. Seamlessly support complex permissioning for internal and external users, as well as access for legal teams and other third parties.
Benefits You Can Expect
Faster time to onboard and drive revenue
Onboard clients 75% faster onboarding with powerful self-service functionality.
Visibility and operational efficiency
Standardization and digitization of manual tasks by leveraging dashboards, status tracking, and real-time notifications.
Lower regulatory and compliance risks
A powerful compliance engine, automated decisioning, data quality checks, full auditability of digital transactions, and more.
Institutional Onboarding Success in only 20 weeks
A global investment bank transforms its onboarding process in only 20 weeks—and with just 4 FTEs
20%
Number of weeks from ideation to production
75%
Acceleration in client onboarding times
40%
Reduction in operational costs
100%
Elimination of paper-based processes
80%
Fewer resources vs. traditional development
A global investment bank struggled with long onboarding turnaround times, poor client experiences, highly manual front-office processes, and a lack of centralized controls.
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.