NetX360 Client Onboarding

Client Onboarding Tools - Pershing Technology and Data Management

Streamline the Client Onboarding Experience

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.

A Seamless Process from Start to Finish

Inside a seamlessly integrated environment within NetX360, you can handle every step of the client onboarding process, including:

  • Pre-populating applications with existing client data from NetX360 or your own CRM
  • Generating forms
  • Gathering signatures
  • Funding accounts

You can also customize the process to suit the way you work.

Efficient, On-Demand Integrated Forms

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.

Convenient Electronic Signatures

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.

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