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Trusted by the best
2 out of top 4 wealth managers in India trust TrackWizz
Only one
7+ modules in one solution, only platform in India
Premium focussed
Dedicated to financial institutions, serving high net worth individuals and entitiesTrackWizz Customer Onboarding is specially crafted for financial institutions serving high net worth individuals and entities, allowing them to onboard and service their modification requests in an efficient manner ensuring customer delight.
It can be chosen as a standalone solution or in tandem with other solutions offered by TrackWizz, like Screening and Risk Rating. It is an end to end platform which starts from fetching KYC from different external sources (CKYC/KRA) and going up to e-sign.
One stop solution
It allows you to add other modules like Screening & Risk Rating, reducing multiple system complexity
Breadth & depth
Covers multiple lines of business along with products and facilitates deep KYC profiling of the client
Definite destination
Starts with prospect management by bankers and goes till commencement of business by creation of account numbers in product systems
Intelligent checklist
Entity onboarding varied documentation requirements is responsibility of the system freeing up key resources
Video KYC & e-sign
Sophisticated architecture allows easy integration with external partners for video based KYC and e-signature
MDM & CIS
Unique customer code and information maitained here along with supporting documents acting as a central source for customer information and imagesDeferral management
Access on need
Document generation with ease
Image manager
Your needed controls
Serve existing customers for new
System based deferral management means no more tracker on spreadsheets or human triggered email reminders
Multiple methods of access controls like relationship manager, banker, branch or regional access using privilege management
System allows generation of proposal/account opening forms, modification forms and other templates based on institutional needs with customized templates
Facilitates extraction of specific information or portions from large images or documents often saving hours of effort of KYC teams
A parameterized validation engine means that you can pick and choose the data validations or controls that are needed by your institution
Allows for autofill of information for instant onboarding of existing customers for new products
Combining the TrackWizz Customer Onboarding with the modules mentioned below, results in extreme savings
