Digital Orchestration Streamlines Account Processes
Appway, a leading global provider of business process automation software focused on client onboarding and client lifecycle management for financial institutions, announced that Assante Wealth Management has deployed its Client Lifecycle Management (CLM) solution to digitally orchestrate its client and account maintenance. A straight-through process seamlessly links Appway’s robust workflow tools with CRM, e-signature, archival, and book of records systems to enable Assante to connect people, data, processes, and systems for enhanced efficiency and effectiveness.
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Appway’s CLM solution facilitates collaboration among advisors, branch management, compliance, and operations teams with an online trackable workflow that captures client account data requests and fulfills them in an end-to-end fashion. “Appway has been a great partner in delivering a digital client update platform to improve efficiencies and the advisor/client experience,” stated Katharine Baran, Senior Vice President of Operations, at Assante Wealth Management, a subsidiary of CI Financial Corp. Appway worked with Assante to configure its bespoke approach during a 22-week project implementation, replacing a mostly paper-based process with a streamlined and connected digital method.
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Harold Reimer, Sales Director for Appway Canada, remarked, “Appway continues its expansion in Canada with the successful deployment of our Client Lifecycle Management Solution at Assante Wealth Management. We are extremely excited that Assante can now enjoy an improved and frictionless experience for their advisor community to perform client updates and account maintenance activities and to provide an enhanced level of customer service.”
