Trust and Wealth Management Onboarding

Exceed your clients’ expectations for an easy, hassle-free account onboarding experience. Pyramid eXpeditor™ for Trust and Wealth Management Onboarding and Maintenance (PX for Trust and Wealth) integrates with and extends your current trust and wealth accounting system capabilities. It standardizes your onboarding process by condensing all data and systems to a single interface.

PX for Trust and Wealth

PX for Trust and Wealth leverages enterprise content management methodologies so you can easily capture, store, review and update data in a way that makes it easy to comply to regulations like Know Your Client (KYC), Anti-Money Laundering (AML) and FATCA. Not only will your relationship managers and financial advisors breath easier, but your organization will notice benefits as well.

Features
  • Seamless integration into existing trust/wealth management systems
  • Complete view of client information and history
  • Automated workflows and business rules
  • Cross-repository search capabilities
  • Bookmark documents for later referencing
  • Split and merge a single document or packages instantly
  • Real-time reporting dashboards
  • Electronic signature by eSignLive
  • Pre-defined process templates
Benefits
  • Reduce the overall time it takes to onboard clients
  • Increase customer satisfaction
  • Shorten turn-times
  • Reduce maintenance and client onboarding costs
  • Gain visibility into employee performance
  • Understand exact time to complete for each client
  • Reduce abandonment rates

Download the PX for Trust and Wealth Data Sheet

Additional Resources

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A new client jumping ship during onboarding is every bank’s nightmare. Studies show that clients abandon an onboarding process because it’s too long or cumbersome. When this happens, you waste valuable resources and lose an invaluable customer. Avoid client abandonment with these five essential tools and tactics.

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