Tiller WealthXcel Onboard app for iPhone and iPad
Developer: Tiller Technology
First release : 16 Jul 2021
App size: 152.9 Mb
WealthXcel Onboard has all of the features you expect from an onboarding solution app:
Profile Creation
ID Document Verification
Supporting document capture
Integration with existing solutions
Why choose Tiller?
Onboarding is a complex process to identify and verify potential customers.
Done wrong, it is a frustrating, time consuming and messy process - which causes friction between you and the client. Traditionally, verifying peoples identity has been a mix of processes - blending paper, face-to-face and computer based data capture. With potentially hundreds of fields to capture for each client, involving multiple departments, the regulatory compliance and commercial risks to your business are high.
Done right, onboarding can be simple, seamless and short - significantly reducing regulatory and compliance risk. WealthXcel Onboard is the solution of choice for digitising client onboarding. We understand the challenges you face in creating a modern digital client-facing journey, and we can work with you to tailor our sophisticated onboarding process to meet your individual needs.
Turn your paper processes into one single efficient digital workflow, allowing your clients to onboard with ease. With no legacy technology, WealthXcel Onboard is the multi-layered onboarding product for regulated businesses.