CLIENT ONBOARDING

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:

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    Unmistakeable proces

    The process is completely structured to ensure that all steps are always performed in the same wa

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    Client Due Dilligence

    Client Due Dilligence is digitized and linked to reliable databases such as central banks and authorities.

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    Know Your Customer

    Know Your Customer functionality with different types of questionnaires.

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    Whitelabel look & feel

    The design can be adapted to the image of your company.

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    Digital contracts

    The registration can be finalized with a digital signature.



SaaS

We install, maintain and manage the software for you

MIFID-II

Effortlessly in compliance with MIFID and other legislation.

Cloud

Our software is always based on the latest cloud technology.

Certification

ISAE 3402 certification ensures proper execution of processes and security

Security

Best-in-class’ security

Knowledge

Work with knowledgeable banking en IT experts

Would you also like to register your client in 60 minutes? Call us via +31 (0)20 – 24 201 24 or send us an email teamup@blanco.services to make an appointment or in case of any questions.