Premium onboarding for premium clients
Offer high-net-worth individuals a seamless, compliant entry into your services—without delays or paperwork overload.
Onboarding wealthy clients is time-sensitive and compliance-heavy. Zenoo turns what used to take weeks into a streamlined digital journey—with identity checks, document uploads, and compliance workflows handled behind the scenes.
5x faster onboarding for HNWIs by reducing time-to-service with a premium, guided digital experience.
80% reduction in manual admin by automating ID collection, verification, and approvals.
100% audit-ready compliance with full tracking of FATCA, MiFID II, and AML obligations built-in.
What You Can Do
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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