Our Blog

Improvements to onboarding flow and document signature

April 2020 New 03

As part of our continuous improvement of processes, we discovered that at the end of the onboarding there was some confusion among clients about the next step. The client was already able to sign, but in practice this step was not yet available at that time; the client had to wait until his completed data had been processed by the wealth and asset manager. Because this led to a lack of clarity, we removed the step of signing and replaced it with an explanatory text. This text explains that the client is ready when he has completed all steps, and that the wealth and asset manager will contact him if additional information is required. As soon as the onboarding has been assessed by the wealth and asset manager and the contracts have been prepared, these can be sent by e‑mail and the client can sign the documents. A lot clearer.
You will find this feature at the end of the onboarding process.

Subscribe to the Blanco newsletter

Subscribe to receive the latest Blanco news, articles and event invites.

Ask us anything about our solutions or our pricing.

Send your questions instantly by using the chat window below, or use the contact form.
Contact us

Let us talk you through our solutions and pricing, face-to-face.

Book a free online demonstration with one of our team members now.
Book a demo