Wealth Management Collateral Intake
Accelerate Wealth Customer Onboarding with AI-Driven Automation
Wealth management clients, such as high net worth individuals (HNI), trusts, & NGOs, require
meticulous onboarding processes that involve collecting and verifying extensive financial
and personal information. Traditional methods of manually entering this data into systems
are time-consuming and error-prone, leading to delays and inefficiencies. SLK’s Wealth
Management Collateral Intake solution, leveraging the flagship DExTr technology, automates
document extraction and classification, streamlining the onboarding process, reducing
manual effort, and ensuring swift and accurate data entry into downstream applications
Key Features
Direct ingestion of data into downstream applications
Adherence to regulatory standards with comprehensive audit trails
Seamless onboarding process
Data validation and processing in real-time to expedite the onboarding process
Automatic extraction and classification from digital documents, including SSNs, income tax details and more
Automate wealth client onboarding with AI for
rapid, accurate, and compliant processing, reducing
manual effort and enhancing efficiency.
Effortless Wealth Client Onboarding with Advanced AI Solutions
Customer initiation
Data collection & integration
AI-powered verification & assessment
Document verification
Facial recognition
Risk assessment
Compliance & security
Regulatory compliance
Data security
Document management:
Automated documents generation
E-Signatures
Personalized onboarding experience
Automated form filling
Virtual assistant / Chatbot
The SLK Advantage
Deep Industry Expertise
Extensive experience in wealth management onboarding and related challenges.
Advanced AI Technology
Utilizes SLK’s DExTr technology for optimal data extraction and classification.
Customizable Solutions
Tailored to meet the specific onboarding needs of wealth management clients.
Seamless Integration
Integrates effortlessly with existing CRM, core banking, and wealth management systems.
Improved Client Retention
Provide a superior onboarding experience to retain high-value clients.
Handling Increased Volume
AI automation allows to efficiently scale operations to handle more clients onboarding without a proportional increase in resources.
