Time. Money. You know the drill. blanco can save you a lot of both. Our Client Onboarding module registers your new asset management clients within the hour. Our clients cut back the time they need to register a new client from hours and sometimes days to a maximum of 60 minutes.
The result is a legally accurate registration of your customer by using one easy-to-use module that you or your customer can use anywhere on a computer or tablet with an internet connection. So no paper hassle anymore. And more time to manage your client’s assets.
Onboarding new customers has become a complicated and time consuming affair in recent years. Precious time we would rather spend on managing our clients’ assets. blanco’s onboarding tool brought a solution. We had not seen the speed and ease of use of this solution ever before. Hans Dubbeldam, Index Capital
The blanco module has digitized the full customer acceptance process – from collecting client information to the digital signature – as follows:
The process is completely structured to ensure that all steps are always performed in the same wa
Client Due Dilligence
Client Due Dilligence is digitized and linked to reliable databases such as central banks and authorities.
Know Your Customer
Know Your Customer functionality with different types of questionnaires.
Whitelabel look & feel
The design can be adapted to the image of your company.
The registration can be finalized with a digital signature.
We install, maintain and manage the software for you
Effortlessly in compliance with MIFID and other legislation.
Our software is always based on the latest cloud technology.
ISAE 3402 certification ensures proper execution of processes and security
Work with knowledgeable banking en IT experts