Our Blog

Breaking news 11

Product updates 100

Press & awards 86

Behind the screens 65

Use cases 2

Jargon buster 8

All articles 202

Jargon Buster: ESG - Environmental, Social and Governance Criteria

It’s that time of the month again so read on with Blanco’s Jargon Buster series to keep clearing those clouds of confusion and make sense of all things technical in the world of finance.This month, we’re focusing on ESG, or, …

Global coverage for legal activity classifications

In the Onboarding Module and Client File Module, we have added global support for classification types of business activities for legal entities. Previously, we only supported the NACE standard, but now we support any classification …

New workflow for ‘party’ status

Previously, any user could change the status of a client from “pending” to “accepted”. We have added a new workflow so that only users with the correct permissions can change the status of a client. This permission is called …

Additional document categories in the Onboarding Module

A wider range of document categories is now available to a legal or natural person during the onboarding process. The accepted document categories differ depending on the type of party.

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New notification for risk classification in the Client File Module

We have introduced a new notification called “Client File — Risk classification created”, which is triggered when a risk classification job is created. The notification covers all three types of risk classification: initial review, …

New view of legal structure

Following several requests from our clients, we have changed the perspective of the legal structure so that the client is always at the top. Although this is the exact opposite of how our legal structure was displayed before, this new …

Redesign of the signing process of the Onboarding Module

To improve usability, we have added a new screen to the signing process of the Onboarding Module. The new screen makes it easier for users to start a signing request, manage contracts within the signing request and get an overview of …

Additional Financial Investment Plan (FIP) fields in product overview

New columns have been added to the product overview in the Client File Module. These columns display information that was previously available under the “Financial Investment Plan” tab, making all FIP information directly visible in the …

Blanco receives ELITE certificate at Vivium Digital Awards 2022

Hundreds of insurance brokers and insurtechs gathered to witness the Vivium Digital Awards 2022. Blanco was invited to the event and received an ELITE certificate, which recognises digital solutions that offer exceptional quality, …

Update on migration of Portfolio Management System (PMS) to AWS

Until recently, the Portfolio Management System (PMS) technology ran on Blanco servers at data centre maincubes, or on customers’ own servers, e.g. on-premises.

Jargon Buster: EMIR European Market Infrastructure Regulation

Keeping on top of finance buzzwords is a challenge, especially when new phrases and acronyms are constantly being coined. That’s why we’re here to clear the cobwebs of confusion and demystify the world of finance. In this edition of …

You can now upload nominal bulk order in our PMS

From now on, it is possible to create single and multiple nominal orders in Blanco PMS via the function “temporary bulk orders”. Until now, nominal orders could only be created via the manual input of an order (under Ordering > New …

Jargon Buster: eIDV

In this edition of Blanco’s jargon buster, we’re continuing to help you understand the many abbreviations found in the financial world. This time we’re looking at: eIDV, or electronic IDentity Verification, which is linked to Know Your …

Blanco’s contribution to RegTechBlackBook The Sequel

RegTechBlackBook The Sequel is a collection of in-depth insights and profound knowledge from financial service professionals across the globe. It provides a holistic overview of developments in the RegTech space and fuels the narrative …

Survey for IFAs

Fill out this short 3‑minute survey for IFAs to share how your and your clients’ expectations have changed over the last few years. Click here to complete the survey.

New functionality in the Client File

We have added three new functionalities to facilitate the management of documents. Professional users can now select or bulk download contracts to make a signature request, upload files larger than 15 MB during onboarding, and add a …

Custom fields

As of this month, administrators can add fields to parties in the Client File. In addition to the already available ‘risk markers’ and ‘external references’, we are working on a more versatile feature to meet the specific requirements …

New status label: rejected

In the Client File we have added a new ‘rejected’ status label at party level. This allows a professional user to label their clients and reject parties that are not ‘offboarded’ (because onboarding was incomplete). Rejected parties are …

Russian sanctions screening

On 24 February, Russian troops crossed the border into Ukraine, reporting attacks across the country. Since then, there has been heavy fighting in many places. The invasion is widely condemned internationally. Several countries are …

Processors renamed as modules

A processor was originally a link to a custodian (such as BinckBank) or other third party to which you could send a registration (such as AIRS). This processor functionality has become very broad because you can create your own module, …

Addition of risk markers questions

We have added two additional ‘risk markers’ in the Onboarding and the Client File. These are: Is this person a politically exposed person (PEP)?Does the party belong to a complex legal structure?These questions can be enabled or …

Onboard a legal person without a natural person

It is now possible to complete the onboarding of a legal entity without a natural person. This is only possible if the signing module is deactivated, as a natural person is always required for signing.

Jargon Buster: eIDAS

In this edition of Blanco’s Jargon Buster series, we’re focusing on eIDAS, or electronic IDentification Authentication and trust Services.

Blanco stands with Ukraine

Blanco stands in solidarity with the people of Ukraine during this tragic and troubling time. Our Ukrainian office and colleagues have been affected, but we are finding ways to aid and support them in their fight for democracy and freedom.

Workflow to add and remove party connections

From now on, it is possible to add or remove connections to an existing party. This makes it easy to remove, add or replace an owner. We have created a new workflow to delete a connection. All changes are recorded in an audit trail. …

Blanco WealthTech enters next phase with new investment round and new co-CEO

Blanco WealthTech raises new investment round of over €3M from current investors and new industry experts. With this, Blanco enters a new phase, strengthening its current market leadership position in the Netherlands, further expanding …

This is how Blanco helps with the transformation from savings to investment accounts

More and more consumers are wondering how they can arm themselves against inflation. Rising inflation threatens the purchasing power of accumulated wealth or savings. Investing offers solace. Blanco helps financial service providers to …

Jargon Buster: EBA

The financial world is chock-full of jargon with new terms and abbreviations appearing every year. That’s why Blanco’s Jargon Buster series endeavours to make the complex simple and clear those clouds of confusion so finance can be …

Changing ownership percentages in Client File

It is now possible to record and edit the percentage of ownership in a business structure in the Client File. This functionality was already available in the onboarding process, but has now been extended to the Client File. Professional …

Easy search and selection of assignees

To add an assignee to a particular action, for example to a workflow, you previously had to scroll through a long list to find the right person. With the addition of a new search function to the list, adding an assignee is now quick and …

Fintechs make the financial sector future-proof

Startups are disrupting existing business models. Whether it is Airbnb turning the hotel world upside down, Uber shaking up the taxi market or YouTube disrupting traditional publishers. In the financial world, however, something …

Jargon Buster – Customer Due Diligence (CDD)

In this edition of Blanco’s Jargon Buster series, we continue to help you understand the many abbreviations in the financial world. This week we look at a key process: customer due diligence (CDD).

Customisable FIP knowledge and experience test

The knowledge and experience test in the Financial Investment Plan (FIP) allows professional users to easily understand their clients’ knowledge and experience of trading different types of financial instruments. However, some …

Improved onboarding workflow

We have enriched the onboarding process with three new features. First, all steps are logged and professional users can view a full history of their activities. This audit trail is important from a compliance point of view. Second, only …

Improved FIP invitation in Client File

Until now, in the Client File, an e‑mail address would be automatically selected by the system when a professional user invites a client to the Financial Investment Plan (FIP). Now, you can easily change this e‑mail address manually via …

New anti-money laundering legislation even tougher, cooperation needed to be compliant

European financial companies are facing increasing legislation in the field of KYC and AML. The latest directive, AMLD6, even makes directors of financial companies criminally liable. We believe that not only more legislation, but also …

Jargon Buster: Anti Money Laundering (AML)

In this edition of Blanco’s Jargon Buster series, we focus on an important acronym that is closely related to customer due diligence (CDD): Anti-Money Laundering (AML).

Easily select different signers for signature requests

Professional users can now easily select the specific legal representatives or owners of a product in the Client File required for a signature request. This was previously pre-sorted by the system, but can now be modified by adding or …

Option to add external references

It is now also possible to add multiple external references, such as the client’s CRM ID, to clients. External references could already be added on the product level, but can now also be done on the client level. These external …

Introducing: Katrien Van Parijs, Blanco’s new CTO

Katrien Van Parijs has recently become the new CTO of Blanco. Therefore, we would like to share her story and plans for Blanco with you. Read more about her passions and values, why she chose Blanco and what she sees as the biggest …

Jargon Buster: AIFMD

The financial world is full of jargon and abbreviations. Sometimes it is useful to know the background to an expression to really understand its relevance and importance. So in this edition of Blank’s series of financial jargon busters, …

Blanco’s international aspirations discussed with Emerce Financials

In a recent conversation with Emerce Financials, Bernadette Wijnings (co-CEO Blanco) shared Blanco’s aspirations to raise funds for further internationalisation. Realising these ambitions will help independent wealth managers across …

Information dashboard for workflows

We have created an information dashboard for administrators (admins). The dashboard contains all available workflows of the KYC Suite and clearly explains the purpose of each workflow. In addition, it is easy to see which permissions a …

Blanco receives nomination for Deloitte Technology Fast 50

The Deloitte Technology Fast 50 is the ultimate competition for fast growing technology companies. Because of our exceptional growth in the past few years, Blanco is nominated for the Deloitte Technology Fast 50 2021 in the Netherlands.

A short interview with the new COO of Blanco, Johan Verschelden

The continued growth of Blanco as a company has led to the growth of the Blanco team. We would like to introduce you to Johan Verschelden, the new COO of Blanco in a short interview.

Finally Face-to-Face at the Blanquarterly

After almost two years of virtual interaction through screens, Blanconians finally gathered together in person at Blanco’s first live event since the onslaught of the COVID-19 pandemic. The Blanquarterly was held on a farm in the East …

Client File activity log

View all workflows of a client or party in one overview with the new Client File functionality: the activity log. The activity log shows both active and completed workflows. Open workflows, such as a risk assessment or an …

New customer landing page

We have created a new landing page from which customers can start their onboarding. The new UI/UX gives it a simple, fresh and robust design. Click on the visual below to view a bigger screenshot.

Job changes within Blanco

The continuous growth of Blanco has led to job changes within the Blanco team. Let’s delve into what’s new and share thoughts on these new roles.

Expired ID notifications

Professional users can now choose to receive a notification when an identification document has expired or will expire within a month. This feature is available for both the Onboarding and Client File. You can customise this feature by …

Manual identification & verification workflow

The Blanco technology allows professional users to choose between automatic online identification and manual identification during the onboarding process. Previously, professional users who wanted to manually identify a customer could …

Through to the finals: Bernadette Wijnings (co-CEO Blanco) a step closer to EY Emerging Entrepreneur of the Year Award 2021

Earlier this year, Bernadette Wijnings (co-CEO Blanco) was listed as a nominee for the Ernst & Young (EY) Entrepreneur of the Year Award 2021. An expert jury assessed the nominees on 8 September and Bernadette is one of five …

Join us at Fund Seminar 2021

Fund Seminar is a professional event and opportunity for those in the sector to stay informed about current developments. Blanco is participating in this year’s Fund Seminar and will hold a workshop focused on efficiently onboarding new …

Updated ‘Blanco paper’ to help you navigate and understand outsourcing

An increasing number of companies are outsourcing to the cloud, so European regulator ESMA issued new guidelines last month to help financial firms manage risks related to cloud outsourcing. As such, we have updated our ‘Blanco paper’ …

Automated Know Your Customer (KYC) offers growth opportunities

In order to comply with MiFID II, investment firms must be able to demonstrate that products are suitable for their customers. The collection of customer information, Know Your Customer (KYC), is part of this. Few companies, however, …

Downloading of management information expanded

A few months ago, we introduced the possibility to export management information in the Client File Module and Onboarding Module as a CSV file. Read more here. We have now extended this feature with more data fields. In the coming …

UI/UX improvements to onboarding screening page

We have created a new screening page for the Onboarding Module, replacing the old pop-up screen. With the new page you can view all screening results in one screen, filter them by status and download the CDD certificate directly. …

Easily add products to existing customers

Professional users can now easily add products to existing clients in the Client File Module. Previously, clients had to go through the onboarding process again to create a new product. This created separate records for the same client. …

Support for non-IBAN accounts

As of this month, you can also specify non-IBAN account numbers during the onboarding process. Previously, only an IBAN account number could be defined as a fixed contra account of your client or relation. The new functionality is …

Generate BinckBank Belgium contracts automatically

We have added the contracts of BinckBank Belgium to the Onboarding and Client File Module. As a result, the tripartite contracts can be generated with one push of a button and ready for digital signature. In this way, all the …

Asset management regulations sometimes backfire

Financial companies have to deal with an increasing number of laws and regulations. Manouk Fles, Chief Legal & Compliance of Blanco, argues that these regulations sometimes overshoot the mark and advocates for more dialogue between …

Bernadette Wijnings (co-CEO Blanco) is nominated for the Emerging EY Entrepreneur of the Year Award 2021

On 7 July, the list of nominees for the Dutch EY Entrepreneur of the Year Award 2021 was released. This award puts successful entrepreneurs in the spotlight and Bernadette Wijnings (co-CEO Blanco) has been nominated for the award in the …

DNB: “Fintechs can help combat financial crime”

Steven Maijoor, a board member at De Nederlandsche Bank (DNB), spoke out during the Amsterdam Fintech Week about the role fintech companies can play in combating financial crime and strengthening trust in the financial system. Blanco …

Add multiple custom questionnaires to processors

From now on, you can add multiple flexible questionnaires to the processors in the Onboarding and Client File Module. Previously, only one flexible questionnaire could be used to ask clients additional questions and it was only …

Use data from flexible questionnaires in the document generator

Most of the data retrieved during the onboarding process could already be used to automatically generate own documents. Now information from flexible questionnaires can also be used in the document generator. Data uploaded to the …

Introduction of allocation and audit trail of user rights

Previously, the KYC Module worked with predefined roles (admin, user, agent). We have recently replaced these roles and professional users can now create their own groups and then assign both rights and users to these groups. This makes …

Improved screening experience

Improvements have been made to the screening process in the Onboarding and Client File Module, allowing professional users to handle screening tickets more efficiently and easily. Among the new additions are filters for match status and …

New option for ‘assignees’ in the Client File

The Client File Module has a new Onboarding feature: the ‘assignees’ option. With this feature, it is possible to assign clients to ‘assignees’ such as practitioners, account managers or supervisors. Notifications can also be set up so …

Updated FIP risk-return formula

An important part of the Financial Investment Plan (FIP) Module is the risk-return formula. The risk-return formula shows the relationship between the standard deviation of an investment, which corresponds to the risk score of a …

Bernadette Wijnings participates in StartupRoulette’s first Female Founders edition

Bernadette Wijnings (co-CEO of Blanco) participated in the interactive roundtable at the launch of StartupRoulette’s first Female Founders edition last Friday, 21 May.

More European fintech success impossible without ‘level playing field’

Blanco calls for further harmonisation in EuropeAlthough the European Union is one financial market, there are many differences in regulations for banks and fintech companies at the national level. As a result, Europe can wait a long …

Limitation of mandatory fields in the Client Onboarding Module

Until now, all fields in the Client Onboarding Module had to be filled in before the onboarding could be completed. Since not all fields were relevant to all the different types of Blanco users, we have (largely) abandoned this …

Email notification for workflow in Client File Module

In January, we introduced a workflow for the Wwft risk assessment in the KYC & Compliance Suite. These workflows (initial review, periodic review and event driven review) contain a task list and allow professional users to assign …

Easily prepare documents for signing in the Client File Module

More and more functions in the Client Onboarding Module are now also available in the Client File Module. This month we introduced the “make ready for signature” functionality to the Client File Module. This way, all documents that are …

Blanco’s team activity of the month: yoga

Inclusive, agile and determined are the values on which the Blanco team floats. Our team is the core of Blanco and teamwork is an essential part of the way we work. The past year has been a difficult one, but all Blanco employees have …

Asset management institution Knox receives AFM licence

Knox, the wealth and asset management cooperative, has received a licence from the Netherlands Authority for the Financial Markets (AFM) to carry out brokerage activities and to act as a custodian institution. This allows Knox to store …

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 …

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 …

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 …

New SFDR legislation

You will not have missed it: on 10 March 2021, the requirements of the new “Sustainable Finance Disclosure Regulation” (SFDR) law came into force. The SFDR imposes obligations on financial market participants, including asset managers, …

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 …

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 …

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 …

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 …

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 …

Daily Finance names Blanco as one of the top fintechs in the Netherlands

Blanco is included in Daily Finance’s list of top picks for best fintech in the Netherlands. They mention our achievements in innovation and product development: from our fast 60-minute Client Onboarding and fully automated Know Your …

Xavier de Pauw joins the Advisory Board of Blanco

Xavier de Pauw has joined the Advisory Board of Blanco on 1 February. As an alumnus of Merrill Lynch and co-founder and CEO of a digital bank, De Pauw is no stranger to the fintech domain. He will actively advise Blanco on developments …

Joost Walgemoed (CEO Blanco) looks back and forward

Despite the challenges and uncertainty of 2020, Blanco can look back on a satisfying year. AIRS and Blanco have merged and are continuing their step-by-step technical integration towards one platform. This is the moment to hear from …

Blanco opens a new office in Ukraine

We are pleased to announce that we have opened a new office in Cherkasy, Ukraine. We have been working with a talented and diverse team of developers in Ukraine for some time now. This team has been steadily growing over the past few …

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 …

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, …

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 …

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 …

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 …

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: …

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 …

RegTech beyond FinTech

As a contribution to the RegPac Revolutie: 2020 RegTech Summit, Koen Vanderhoydonk (CEO BeLux of Blanco) and Jean-Christophe Mathonet (founder of Prosquare and experienced CFO) talk about how the RegTech spectrum extends beyond the …

Blanco launches anti-money laundering module for large and small financial companies

More and more financial companies, from VC funds to crypto providers, have to comply with stricter anti-money laundering legislation. To help companies comply with these laws and regulations, fintech scale-up Blanco launches an …

Bernadette Wijnings’ 5 tips for modern employers

As a strategy consultant, I witnessed how companies organised their employees. That’s when my mission arose: starting the ideal company to work for. I believe in the symbiosis between technology and human skills, both within our company …

Document to help you navigate and understand outsourcing

As most of our customers will know, the AFM recently asked about outsourcing by Dutch investment firms and investment institutions.

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 …

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 …

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 …

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 …

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 …

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. …

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. …

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, …

Mini-video by Koen on his vision on banking and its future

In this short video, Koen (CEO BeLux at Blanco) was invited by ‘The next generation of finance’ to share his view on banking today and its future for the next generation. Why is banking the sweet spot and how it can make dreams come …

Blanco’s first lustrum: a retrospect from Bernadette

Five years ago, at the end of October 2015, Joost and I stood in our newly rented office in Spaces Zuidas. Next to us was a pile of newly purchased IKEA desks, a locker and some chairs borrowed from Spaces. Time to get started.

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 …

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 …

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 …

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 …

Koen is co-host of the digital transformation panel discussion with Holland FinTech

What is the difference between digital transformation and digitisation? Koen Vanderhoydonk, responsible within Blanco for BeLux, joins Don Ginsel, founder and CEO of Holland FinTech, to organise a full day of panel discussions on …

Blanco receives nomination in Computable Awards 2020

We are excited to announce that Blanco has been nominated for the Computable Awards 2020 in the category “Tech Startup”. The Computable Awards are the most important ICT awards of the Netherlands. The jury mentions Blanco’s success in …

Let’s talk about adverse media

An important part of the Know-Your-Customer (KYC) processes is the screening and monitoring of negative media (bad press). Given the large number of sources that need to be filtered through to identify negative media, it can be a tiring …

Blanco wins FinTech Award in the UK

Blanco has won “Best Wealth & Asset Management Banking Platform – Europe” in Wealth & Finance Magazine’s Fintech Awards. These FinTech Awards were launched in recognition of the companies that deliver innovative technology and …

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 …

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 …

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 …

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.

How Blanco can help to solve current Benelux market challenges

The digital age continues to rage on and some believe that the current market situation is a catalyst for financial institutions to innovate. We interviewed Koen and Theo to hear about what recent trends they see in the Benelux market. …

Identification and verification using eIDs

As everyone is aware, financial companies are required to conduct customer due diligence (CDD) to prevent money laundering and the financing of terrorism. An important part of the CDD process is identifying the customer and verifying …

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 …

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 …

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 …

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, …

How Blanco is dealing with Dutch regulator AFM’s call for client actualisation

The AFM has called on investment firms to pay extra attention to the updating of client profiles. After all, it is obvious that situations have changed for some clients as a result of the COVID-19 crisis. How is Blanco coping with this …

Blanco’s compliance checklist for the ‘new normal’

ComplianceEvolution, an initiative of Shield.fc, has gathered insights and advice from leading companies in the industry to give financial companies more insight into the ‘new normal’ when it comes to compliance. Blanco contributed to …

7 questions from Fintech Forum to Bernadette Wijnings

In this interview with FinTech Forum, you can read more about Bernadette Wijnings’s (CFO and co-founder of Blanco) life and industry insights. Based on her experiences, what is her advice for those who want to finance their own startup? …

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 …

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 …

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 …

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.

Bernadette Wijnings, CFO of Blanco, named by EU-Startups as one of the five inspiring women in the Dutch fintech scene

Blanco co-founder and CFO, Bernadette Wijnings, is mentioned in an article by EU-Startups about women who are stimulating change in Dutch fintech. In the year 2020, there is still discussion about the role of women in technology, …

Blanco’s roadmap for continuous growth and improvement

Blanco continues to grow and improve, even in the time of COVID-19 and all the challenges it poses. Blanco’s CEO Joost Walgemoed reveals the developments and plans for the coming months. We work hard and continuously improve, hoping …

Onboarding street Blanco linked to AIRS Suite

From the 12^th 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 …

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 …

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 …

What challenges does Manouk see for Blanco?

Manouk Fles has been involved with Blanco almost since the start. She first worked as Head Legal & Compliance at Blanco and has been Chief Legal & Compliance Officer since January 2020. We spoke to her via Zoom to find out more …

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 …

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 …

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 …

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, …

Joost Walgemoed and Theo Nout update us about the merger

Now that AIRS has been taken over by Blanco, the integration is the next step. In an earlier interview with both founders (which you can read here) we already discussed the joining of forces of Blanco and AIRS. Although we have already …

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 …

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 …

How’s Blanco coping with COVID-19?

As the world is aware, COVID-19 is spreading and strict measures are being taken to limit the pandemic. Blanco wishes those infected by the virus a speedy recovery. For those affected by the measures taken to contain the disease, we …

Theo Nout explains why the takeover of ‘his’ Airs by Blanco turned out so well

Theo Nout, founder of AIRS, has been the COO of Blanco since January 2020. He tells how AIRS was born, how it grew into a market leader in the field of portfolio management and why he believes that the acquisition of AIRS is so good for …

‘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 …

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 …

CEO Blanco Joost Walgemoed, looks ahead to 2020

Blanco can look back on a beautiful year. By taking over AIRS, Blanco ended up in the scale-up phase in one fell swoop. This is a good moment to look ahead to the coming year with Joost Walgemoed, Blanco’s CEO.

Bastiaan de Ruiter, Blanco’s new CTO

Bastiaan de Ruiter recently became Blanco’s new CTO. Bastiaan studied computer science in Delft and then gained experience at McKinsey and de Volksbank in IT, strategy and risk management and in everything that comes with it. At Blanco …

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 …

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 …

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 …

FD: “ABN subsidiary Franx opts for Blanco’s digital onboarding solution”

Franx’s collaboration with Blanco will enhance its customer experience by providing a seamless and efficient onboarding process.

Hatim Chebti, CEO Franx: “Blanco is as customer obsessed as we are.”

Hatim is the CEO of ABN Amro subsidiary Franx: the startup that offers SMEs a digital platform for currency transactions and international payments. The onboarding and KYC process is a notorious ‘drop out’ moment for potential clients …

Paul Kramer, co-owner of Index Capital: “Blanco is now fully integrated in our daily practice.”

Paul Kramer is co-owner of Index Capital Asset Management, a pioneer in the field of Index investing in the Netherlands. This Breda asset manager is one of Blanco’s first hour clients. The reason: “We share the same vision: in asset …

Partnership with Franx results in improvement of our KYC Suite

First and foremost, Blanco develops a banking platform for asset managers. But other financial institutions, such as large banks or other fintech companies, are also starting to show interest in our KYC suite. And for a reason: KYC (the …

Blanco receives European recognition for its activities in the Benelux

Blanco has been active in the Benelux for some time now. The innovative KYC and banking platform that Blanco offers here, has not gone unnoticed. On 12 December we won the third prize at the Fintech Junction Award for the best European …

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 …

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 …

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: …

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 …

FD: “Fintech Blanco acquires securities administrator AIRS”

Fintech Blanco has acquired the AIRS platform, combining forces to provide customers with the best technology in financial processes.

Blanco and AIRS join forces.

It may finally be announced: Blanco and AIRS — the current market leader in the Netherlands in the field of portfolio management and back-office support for wealth- and asset managers, join forces by continuing together, whereby Blanco …

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 …

Robin ten Hoope: Blanco’s new linking pin between our customers and our technicians.

We’d like to introduce you to Robin ten Hoope (47) — our new man who, among other things, will ensure better coordination between the wishes of our clients and the focus of our developers. Robin also brings a wealth of experience in the …

Blanco featured on Dutch television

The Dutch TV show ’Nederland maakt het’ (Trans: ‘Created in The Netherlands’) recently visited Blanco. The reason: the establishment of Knox — the first fully independent depository institution, founded by and for asset managers. Blanco …

An improved dashboard for the prospect portal

On November 28^th 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 …

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 …

Blanco has been nominated for the Sprout Challenger50 of 2019

Sprout Challenger50 of 2019: the list of fifty most challenging, innovative and fast-growing companies in the Netherlands. These entrepreneurs develop new markets and turn existing business models upside down.

The story behind Knox, the first custodian by and for wealth and asset managers.

Have we got news for you: a group of independent wealth- and asset managers have set up their own custodian institution in The Netherlands, and it’s called: Knox. Knox helps them to gain access to the necessary and obligatory services …

Collaboration with Evidos facilitates itsme verification.

At Blanco, we love to create win-win situations: a collaboration which ultimately benefits everyone. Recently, we’ve partnered with Evidos: a company enabling online document signing. (Nice to know: Evidos is an abbreviation of …

How does Blanco connect its platform with all those banks? With Check6.

Our banking platform has built-in connections with about 60 banks. All transactions take place via these connections. In this way, the portfolios on our platform are always in line with reality and this way we can deliver daily reports. …

Blanco launches first “all-in-one” banking platform for asset management

Fintech startup Blanco launches the first all-in-one banking platform for asset managers in Europe. The platform has been developed to completely relieve both small and large asset managers: the entire asset management cycle is …

The story behind the first all-in-one banking platform for wealth and asset management

Finally, our time has come: the complete wealth and asset management platform as we imagined it at the start of Blanco in 2015, is now live! All modules that automate the complete wealth and asset management cycle are up & running. …

What has been improved in the new version of our KYC Suite?

Our complete banking platform, as we envisioned it at the start of Blanco in 2015, is finally live! Read our press release here. Note that at Blanco, we’re working according to the agile development method. That means our platform is …

Blanco awarded with Amsterdam Fintech Forum Award 2019

Blanco won the Kriek Amsterdam Fintech Forum Awards 2019 prize. The jury appreciated Blanco’s international and platform approach.

Blanco on the radio at “BNR Zakendoen”

Bernadette Wijnings got interviewed by Thomas Van Zijl at “BNR Zakendoen”. Listen to the interview to get more insights on the Blanco’s expansion to Germany and France.

Dutch fintech startup Blanco raises € 2 million for roll-out in Germany and France

Blanco, the startup that develops an all-in-one technology platform for asset managers, raised € 2 million in a second financing round to roll out their Digital Asset Management Platform in general and to accelerate the roll-out of …

Director BinckBank Professional Services joins Blanco

Wilfred van Roosmalen strengthens the commercial team of Blanco as of January 2019.

CFO Bernadette Wijnings interviewed by Holland Fintech

Bernadette explained why Blanco is the “invisible engine of the asset manager”.

Bernadette Wijnings interviewed by Marie Claire: How I do the job!

Ginny Ramkisoen from Marie Claire visits inspiring female entrepreneurs every month and has an open conversation with them. The theme of the interview is “How I do the job”.

Blanco opens office in Brussels

Fintech Blanco recently appointed BeLux CEO Koen Vanderhoydonk. Subsequently, Blanco has now opened an office in Brussels. From there a dedicated team will serve Belgian and Luxembourg wealth and asset managers.

Blanco awarded with NRC Fintech Impact Award 2018

Blanco won the NRC Fintech Impact Awards 2018 jury prize. The jury felt that Blanco’s technology creates a new standard in the financial sector. Moreover, Blanco’s impact on the industry goes beyond technology, which was decisive for …

Blanco starts activities in Belgium and Luxembourg

To further accelerate growth in Belgium and Luxembourg, fintech startup Blanco has appointed Koen Vanderhoydonk as CEO Belux.

FD: “KBC invests in Amsterdam fintech for wealth- and asset managers”

The Belgian KBC Start it Fund and Dutch-Belgian investment fund Volta Ventures have contributed €2 million to Blanco, acquiring a minority interest in the Amsterdam-based fintech start-up that is raising capital to expand into Belgium …

B2B fintech start-up Blanco raises € 2 million for further expansion in the Benelux

Blanco, a B2B fintech start-up, raised € 2 million from investors Volta Ventures and KBC Start it Fund. Blanco wants to continue to grow in the Benelux and opts emphatically for these investors because of their extensive international …

FD: “Blanco’s CEO Joost Walgemoed looks back on his former years at BinckBank - breeding ground of Dutch Fintech.”

BinckBank is considered the birthplace of Netherland’s fintech community and its founders, Kalo Bagijn and Thierry Schaap, are known as the godfathers of Dutch fintech.

Willem Meijer strengthens Blanco’s advisory board

Blanco supports asset managers such as investment firms, investment institutions and (private) banks with scalable solutions based on the latest technology on the one hand and on the other hand shares knowledge with its clients in the …

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 …

Serial bank-entrepeneur Kalo Bagijn reinforces Blanco’s advisory board

Blanco supports asset managers, investment firms, investment institutions and (private) banks with scalable solutions based on state-of-the-art technology on the one hand and shares legal, risk, audit and compliance knowledge with its …

Rob Verheul reinforces Blanco

Blanco supports asset managers such as investment firms, investment institutions and (private) banks with knowledge on one hand and scalable innovative solutions for asset accumulation based on state-of-the-art technology on the other. …

Former Blackrock executive Leen Meijaard joins Blanco’s advisory board

Blanco supports asset managers, investment firms, investment institutions and (private) banks with scalable innovative solutions for wealth & asset management, based on state-of-the-art technology. In recent months, Blanco has …

Reinforcement team with Michel Vlak accelerates SOC 2 reporting for Blanco

Asset & wealth management, investment firms and funds are increasingly dealing with tougher regulations and the critical involvement of regulators, also regarding their internal IT procedures. Asset managers must prove they are in …

Blanco automates ‘Know Your Customer’ questionnaire based on scientific model

The new Blanco product – a Know-Your-Customer (KYC) tool – was built as a prototype with input from Blanco customers and scientist Prof. Dr. Marcel van Assen – which will now join the Blanco team – and will be available mid-August. …

Innovative character places Blanco in Red Herring Top 100 awards finals

An Innovative product, management strength, and 20 other criteria have led to a final position in the Red Herring Top 100 Europe award; an international, prestigious award for private technology ventures. This was announced during the …

Blanco first to introduce ‘60-minute client-onboarding’ software for asset manager clients

Blanco – a Fintech and services company – is the first to launch a digital client intake (client-onboarding) module for asset managers in The Netherlands. This module will save asset managers a considerable amount of time, increase …

FD: “Blanco CFO Bernadette Wijnings’ former boss, impressed by Blanco’s team and disruptive product, decides to invest in Blanco.”

People with strong entrepreneurial spirits, like Bernadette Wijnings and her first boss Jan Maurits Faber, prefer to start their own businesses than choose the certainty of a corporate job. Instead of a secure career performing the same …

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