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KYC Settings Configurable fields Client Onboarding Client File 04 04

Configurable fields Client Onboarding & Client File

A few of our professional users have indicated that some of the mandatory questions in both the Client Onboarding Module and the Client File Module were irrelevant to their clients. These questions related to whether a client is an …
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KYC Settings Configurable fields Client Onboarding Client File 04 04 2

Email templates in HTML

Every e‑mail from our system can now be created in HTML. Previously, it was already possible to send personal welcome e‑mails to clients, but the options were still relatively limited. Thanks to the current HTML option, professional …
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Fixed IP addresses for notifications

Until now, all Blanco messages were sent from changing IP addresses randomly selected by the AWS system. However, we have received requests from some of our professional users and partners to fix IP addresses so that professional users …
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Downloading contracts in bulk

Downloading contracts individually, especially if you need to download a large quantity, is rather inconvenient. That’s why we’ve now built-in the option to download all contracts at once in a ZIP file.
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Adverse media Cdd check

Adverse media extended

Blanco has further expanded the adverse media feature. This so-called negative news check (bad press) monitors external public data sources for negative news about a client. The tool already screens for adverse media if there is a hit …
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Linking of onboarding street Blanco to AIRS PMS Suite extended

Since June, Blanco’s onboarding street has been connected to the AIRS PMS Suite. For those who missed the first announcement and explanation in our May newsletter, this means that AIRS has been added as a processor’ for data obtained …
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Contact details User details

Improved user management

Up until now, professional users had to enlist Blanco’s help if clients forgot their login name. Professional users were unable to help their clients because they couldn’t view the client’s login details. Of course, this was not …
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Automated contracts template

New: the flexible document generator

Blanco has recently added a new feature: the document generator. Akin to features in programs like HubSpot and Mailchimp, you can use the document generator’s flexible functionality to create customized templates. In these templates, …
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Product overview and status option

It’s now possible to add a status to a product, an entire customer relationship, or a person within a customer relationship in the Client File. Products can be labeled with the status inactive,’ active’ or refused.’ In the case of …
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Next step in rebalancing in the AIRS PMS Suite

In the AIRS PMS Suite, we introduce a new method that enables an efficient rebalancing process. Professional users can now exclude individual positions in the portfolio or (part of) the cash balance when comparing a client’s portfolio …
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Cash flow monitoring

Legislation and regulations require financial companies to monitor incoming and outgoing cash flows on their clients’ accounts, making it possible to identify any suspicious cash transactions. An alert can be set up in the AIRS PMS …
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New design login screen KYC Suite

We have renewed the login screen for the professional portal of the KYC Suite. Our UI/UX designer has designed a new login screen that fully fits the current Blanco house style. Curious? Click here to see the new login screen.
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Onboarding street Blanco linked to AIRS Suite

From the 12th of June, Blanco’s onboarding street will be linked to the AIRS Suite for natural persons. This means that AIRS will be added as a processor for the data obtained during the onboarding process. Until now there was only a …
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May 2020 New 740x340

Option of risk classification as part of Client Due Diligence (CDD)

We have recently added a new feature to the professional portal and the client file: the risk classification. Based on the data collected and relevant risk factors taken into account, the professional user can classify the client in a …
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May 2020 New 740 340

Comment fields enhance transparency

Recently it has become possible to leave comments and notes in the professional portal during the onboarding process and in the client file. This can be useful, for example, if a hit is found on a PEP list but is a false positive. The …
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April 2020 New 03

Improvements to onboarding flow and document signature

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 …
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Child account 1

New account type: the child account

You can now open an individual account in a child’s name. This is useful, for example, if a client wants to build up assets for the study of his or her child. These children’s accounts are available both in the prospect portal and the …
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FIX plaatje 1

Extensions fix coupling AIRS PMS

For the past two years we have been using the FIX interface live with a number of custodian banks. We are delighted to say that the overall reaction has been very positive. The two biggest improvements we have seen in using FIX are the …
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April 2020 New 05

New mobile responsive AIRS client portal

More and more wealth and asset managers are using the latest version of the AIRS client portal to provide information to their clients. In the previous versions of the portal, the possibilities were limited to offering a report archive, …
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Upload functionality

New uploading feature makes onboarding easier

Blanco’s onboarding module makes the onboarding process a lot faster. But there was one more part that didn’t go that fast. Wealth and asset managers had to request documents by e‑mail from their clients. Not very efficient. We changed …
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UIUX improvements

Improved UI/UX of the KYC

We’ve recently taken a closer look at our KYC suite, to see how we could make onboarding even more customer friendly. There are already many settings that can be adjusted by the wealth and asset manager to optimize the customer …
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MITEK lifecheck

‘Lifeness check’ improves the security of ID check

Up until this moment, the ID check during the onboarding phase is done by uploading an ID and taking a selfie. Unfortunately, this isn’t ideal, because someone with bad intentions could hold someone else’s portrait picture in front of …
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Handy: legally valid signing of documents in the Client File

During the onboarding on the Blanco platform, you can have your clients digitally sign documents with a legally valid digital signature. This is facilitated by the Evidos’ software solution: leading technology for digital …
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Flexible income statement in the Financial Investment Plan

Onboarding companies is actually quite complicated in our software. All kinds of questions are asked to ensure that you get a clear financial picture of a company. This is often confusing and time-consuming. That’s why we’ve replaced …
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Onboarding now made even more personal with Google tag manager

Our customers asked us whether we could incorporate their own marketing tools into our software. But of course everyone has different wishes. To make sure that all our clients can still get their specific marketing tools, we added …
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Always up to date with a subscription to our new status page

Do you already know about our status page? This useful page displays all scheduled software releases and updates. Additionally, this page shows the uptime of all our software. This way you can constantly see if the software is working …
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Uploading an organisational structure for complex business customers

From a compliance point of view, you need to be able to demonstrate that you know exactly what the structure of your business client is. That’s why we’ve developed a useful feature that allows you to simply upload an image of an …
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Automatic access to much more KvK information

We have implemented a more advanced KvK (Dutch Chamber of Commerce) data link in our KYC Suite, which gives you much more information about a company. In addition to the KvK number, RSIN number, company name, and address, we now also …
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Signed document returned immediately

You can now automatically return the documents signed by you and your client to your client: people like to receive such a confirmation of the agreement right away. Of course, you can also include your own accompanying email text: …
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ID verification with a selfie check

We have implemented a new, innovative ID verification tool, which makes ID verification much faster and easier, but still super secure and compliant. For example, your clients can now verify themselves by making a selfie and uploading …
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Improved design of the risk tolerance test

Many of our professional customers and their clients found our risk tolerance test difficult to interpret. Therefore, with the help of a UX/UI specialist, we conducted extensive research in May of this year, which led to an enormous …
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An improved dashboard for the prospect portal

On November 28th we will introduce a new dashboard for the Prospect Portal. The new design guides your clients better where and how to start. Below a large screenshot of the Prospect Portal, to give you an impression of what soon will …
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Email template website 20 20

Personal welcome e-mails in your own design

Asset management is relationship management. That’s why our platform, in our Client Onboarding module, now offers the possibility to send personal welcome emails to your clients, in your own house style. This is of course friendly and …
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Ipad website new v2

Customer intimacy with innovative Blanco iPad app for Wealth Managers

Never before did asset managers have the possibility to register customers with an iPad. With the unique Blanco app, wealth & asset managers are no longer tied to their computer for the registration of their new customers, but …
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