Get client relationships off to a great start with NetX360® Client Onboarding solutions. Our straight through processing approach can help streamline processing and reduce Not in Good Order (NIGO) rates, increase funding percentages and deliver superior service to your new clients.
Inside a seamlessly integrated environment within NetX360, you can handle every step of the client onboarding process, including:
You can also customize the process to suit the way you work.
Our solution provides a faster and easier way to update and distribute standard or broker-customized application forms. Gain time back in your day through prefilled online forms — eliminating the need for manual rekeying. Deliver a cleaner and more streamlined client experience by selecting and producing the forms required to open a specific type of account.
Create a paperless client onboarding experience by gathering client signatures electronically. Complete the onboarding process within minutes, with no need to send hardcopy documents. Our e-Signature solution provides a transparent, trackable process with secure, verifiable signing options.