Premium onboarding for premium clients
Offer high-net-worth individuals and corporate entities a seamless, compliant entry into your services without delays or repeated requests for information.
Faster Client onboarding and approval reduced from hours to minutes
Fewer False positives achieved through automated risk assessment and improved data mapping
Less Manual compliance work thanks to workflow automation and integrated screening.
Paperless, brand-consistent verification across boutiques and online channels.
Wealth managers today must balance two competing demands: delivering a world-class client experience and meeting increasingly strict AML, KYC and data-governance requirements. Zenoo brings both together in one platform — giving clients a fast, elegant onboarding journey while providing teams with the tools and insight to stay fully compliant.
Replace slow, paper-heavy onboarding with a fully digital, mobile-friendly experience. Clients can complete KYC, upload ID documents, and sign disclosures in minutes—not days—without needing to visit a branch or exchange emails.
Configure onboarding journeys based on the client’s profile—whether an individual, a family trust, or a corporate entity. Zenoo dynamically adapts each journey to meet regulatory requirements without overwhelming the client.
Relationship managers, compliance officers, and operations teams get a real-time view of every onboarding stage. Track document approvals, review flagged cases, and export reports—all from one central dashboard.
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