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Improved menu structure settings in the KYC professional portal

Many settings are available in the KYC professional portal, enabling users to personalise their KYC portal as they see fit. To ensure that you can still find the right setting within the growing number of settings, we have grouped the …
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Improved navigation in Client File Module

The navigation structure in the Client File Module has been improved so that professional users can easily find all their party” related information. A party” is a natural or legal person. In the new Party Dashboard”, a user can see …
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Choice to skip identification in Onboarding Module

From now on, professional users can choose to skip the previously mandatory identification step. This is especially useful for clients who identify a client face-to-face or have already identified the client. This makes the onboarding …
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Pre-screening for potential clients in Onboarding Module

From now on, it is possible to pre-screen’ potential clients on PEP and sanctions lists and adverse media before their registration is complete. A number of our customers indicated that they wanted to screen potential clients prior to …
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Updated Binck Bank questionnaire

Updated BinckBank questionnaire

BinckBank Netherlands has updated its questionnaires. To ensure that professional users can continue to easily onboard their clients at BinckBank using the Blanco onboarding tool, we have incorporated this updated questionnaire into the …
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Search by account number

Search by account number

Would you like to search for your clients on the basis of a bank account number, AIRS portfolio number or other internal references? This is now possible in our KYC & Compliance module. We have added an extra column to the product …
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Feb2021 New 04

Download management information

From now on, it is possible to export management information in the Client File module as a CSV file. The following product information can be downloaded into a file: product type, product name, product ID, external reference, contra …
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Signing with a wet signature

Signing with a wet signature

From now on, professional users can easily choose between a digital or wet signature. In the client onboarding process, it was previously mandatory to have a digital signature to complete the onboarding process. This meant that …
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Additional information available in KYC report

The KYC Report is a clear PDF containing all information about a client, which helps professional users to easily export all data around a client and make it transparent for e.g. a regulator. From now on, the KYC report will also …
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Workflow available for risk classification

About a year ago, we introduced risk classification as part of the KYC Suite. It enables professional users to classify clients according to risk (low, medium, high or unacceptable). We have now added several workflows: initial review, …
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Client File UX/UI makeover

As many of you may have noticed, we gave the UX/UI of the Client File Module a serious makeover in December. The biggest innovation is the hierarchical representation of the client relationship, which gives a clear view of the ownership …
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Single sign-on

We’ve introduced a single-sign-on (SSO) functionality to access our portal. SSO allows a user to log in once with one set of credentials and gain automatic access to multiple websites or applications. Facebook is a good example of this: …
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White label signing process in the KYC & Compliance Suite

At Blanco, we work together with Evidos to make digital signing of documents possible. If a client has to sign a document, the client leaves the Blanco environment and is redirected to a secure page of Evidos to place his/​her …
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Reach out for origin assets

As a professional, you can now inquire about the origin of your client’s assets in the onboarding street. Clients can indicate the origin of their assets, and you can request additional information if necessary. Previously, clients …
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Fine-tuning of the MiFID risk tolerance test

In September, we introduced our new MiFID risk tolerance test. We received many positive reactions from our customers, but also received feedback on how we can further improve the risk tolerance test. For example, the difference between …
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Questionnaire in Client File Module is only shown when purchased

The Financial Investment Plan and Questionnaire Tabs were always visible in the Client File Module, even if they were not used by all users. We understand that this can lead to confusion, so these tabs are now only shown if the user …
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Client overview available in Client File Module

We have made some adjustments to the Client File Module. Until now, it was not possible for our customers to get a simple overview of all their clients because the overview also included all associated UBO’s, legal representatives and …
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Input of data in Client File Module optional

Until now, all fields in the Client File Module required input in order to import clients. This sometimes slowed down the process when a professional user did not have all of a client’s data. We have adjusted this so that only the …
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MITEK FLOW identification

Improved identification flow in KYC & Compliance Suite

We have taken a close look at the Mitek identification flow and noticed that there is still room for further improvement. Mitek is the mobile identification system where clients can identify themselves by means of a passport scan and …
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Processor data

Display processor data in the Client File

In addition to generic data, some custodian banks have additional questions before a client can open an account. If a client wishes to switch from one custodian bank to another, these additional questions still need to be answered. …
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Multiple addresses

Register multiple addresses

Until now, we supported the establishment of one address per party. However, some companies have a visiting address and a correspondence address. Clients were not able to enter both addresses until now, which was of course inconvenient. …
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New: Client File notifications

Notifications have been added to the Client File. This makes it possible to receive a notification when a client’s data changes. This notification can be sent to an email address of your choice, such as that of a compliance officer, an …
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Improved onboarding flow for clients

If our professional users have a become a client” button on their website, their clients who select it are redirected to an intermediate screen. This screen displays choice tiles for different account types (individual, collective, …
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UI improvements screening notification and risk qualification

We thought it was about time that some UI adjustments were made in the screening notifications. In addition to some textual and visual adjustments, the most important change is that the user will be immediately redirected from the …
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Update processor specific questions Binck Bank

Update processor-specific questions BinckBank

Depotbank BinckBank has added extra questions to its intake form. To ensure that you can continue to easily board your clients at BinckBank using the Blanco onboarding tool, we have included these extra questions in the …
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Processor-specific information now also available in Client File

Until recently, the information requested during onboarding for the benefit of a specific processor could not be consulted directly in the Client File. For example, professional users could only retrieve this information from the …
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Simplified look feel of the Mi FID risk tolerance test

Simplified “look & feel” of the MiFID risk tolerance test

We have often received feedback from our professional users that the risk tolerance test was too complex, causing them to spend a lot of time explaining it to their clients. We have therefore re-examined this risk tolerance test and …
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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