Trust and Wealth Management Onboarding 

Industries Banking Trust & Wealth

Exceed your clients’ expectations for an easy, hassle-free account onboarding experience.

Our Trust and Wealth Management Onboarding Solution integrates and extends your current trust and wealth accounting system to standardize your onboarding process by condensing all data and systems to a single interface.

Trust and Wealth Management Software

Our solution 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.



  • Seamless integration into existing trust/wealth management systems
  • A 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 OneSpan
  • Pre-defined process templates


  • 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


Why Partner with Pyramid Solutions?

  • Cut average onboarding times by 50%.

  • Easily modify processes to accommodate changing business needs and legislation. Remain compliant with the Dodd-Frank Wall Street Reform & Consumer Protection Act, Know Your Customer, Anti-Money Laundering and future laws and regulations worry-free.
  • Quickly identify priority requests and adjust workloads to improve client service, which is vital when catering to high net-worth investors.
  • Provide employees with instant access to the entire client file. The status of all tasks and documentation are readily available so client service teams do not repeat documentation requests and can sell additional products based on the client’s existing portfolio.
  • Enhanced process visibility giving management real-time forecasting to allocate work and re-purpose employees when needed.

Talk with one of our banking experts.