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Asset Management
Automated Investor Onboarding
Complexity
High
Timeline
14-18 weeks
Outcomes
4+
Challenge
Manual investor onboarding with lengthy KYC/AML processes, multiple document collection requirements, and slow fund subscription completion.
Solution
Build digital investor onboarding platform with automated KYC/AML workflows, e-signature integration, document collection, and fund subscription processing.
Key Outcomes
- 4-6 weeks to 1-2 week onboarding time
- Automated KYC/AML verification
- Digital document collection and signatures
- Real-time subscription processing
Tags
onboardingkyc-amlasset-managementautomationinvestor-onboarding
Implementation Timeline
14-18 weeks
High Complexity