Data Collection
Gather client information using customizable forms and API integrations.
Pivolt - AI-Powered Investment Solutions
Client Onboarding & CRM
Why it Matters
Manual data entry during onboarding often leads to errors and delays, while fragmented client information across systems hampers efficiency and visibility. Disconnected compliance checks increase regulatory risks, and subjective risk assessments undermine portfolio suitability and client trust.
Limited alerts and poor sales pipeline visibility result in missed opportunities, while inefficient workflows between onboarding and CRM tools reduce productivity. Without proper KPI tracking, firms struggle to assess team performance and optimize operations. An integrated CRM solution is essential to streamline processes, enhance engagement, and drive growth.
What we Offer (Benefits)
Enhanced Data Accuracy: Automation in data collection and document verification reduces errors and speeds up onboarding processes.
Streamlined Client Experience: Efficient and professional onboarding workflows ensure a seamless and client-centric experience.
Compliance Assurance: Integrated KYC/AML checks and automated report generation ensure seamless adherence to regulatory requirements.
Accurate Risk Profiling: Standardized assessments provide precise client risk classifications, enabling better investment decisions and compliance.
Operational Efficiency: Unified workflows between onboarding and CRM eliminate redundancies and save time.
Centralized Client Management: Consolidated information enables personalized interactions and better relationship management.
Task and Opportunity Automation: Automated workflows and reminders improve productivity and ensure timely follow-ups on client interactions.
Pipeline Insights: Real-time visibility into the sales pipeline supports proactive opportunity tracking and accurate forecasting.
Informed Decision-Making: AI-driven dashboards and analytics provide actionable insights for strategy optimization and KPI tracking.
How it works
1
2
Document Management
Securely upload, verify, and manage client documents through an integrated document vault.
3
Compliance Checks
Perform KYC/AML verifications and generate necessary regulatory reports.
4
Risk Profile Assessment
Utilize standardized tools to evaluate and assign appropriate risk profiles to clients.
5
Account Activation
Set up client accounts and link them to portfolio models or investment strategies aligned with their risk profiles and financial objectives.
6
Opportunity Management
Identify and manage opportunities to deepen relationships with clients through new products, services, or strategies.
7
Task Automation
Automate reminders for client milestones, compliance deadlines, and key interactions.
8
KPI Monitoring
Use dashboards to track retention, product uptake, and other relationship metrics.
