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TrackWizz Customer Onboarding Solution
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TrackWizz Customer Onboarding is a tool/ solution specially designed for
Wealth Management
Private Banking/ Wholesale Banking
Investment Advisors
Asset Management/ Portfolio Management
Serving high net worth individuals, legal entities and Institutional clients.
Power to combine it with regulatory controls including sanctions screening, risk rating and enhanced due diligence. A platform which starts from fetching KYC from different external sources (CKYC/ KRA), integrating with Video IPV with an option to perform e signature and wet signature.
A complete deep KYC customer lifecycle solution which features
Centralized Customer Information System
Service Request for Static data change and closure
Periodical reviews with enhanced due-diligence
Information flow to multiple product systems
Ask anything of TrackWizz Customer Onboarding Solution with Workflos AI Assistant
https://www.trackwizz.com
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Apolo
Squeak squeak, I'm a cute squirrel working for Workflos and selling software.
I have extensive knowledge of our software products and am committed to
providing excellent customer service.
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