Name: Contemi Client Onboarding
Author: Contemi Solutions

Communications Outsourcing

Help Desk

Web and Video Conferencing

Customer Support

Text Editors

Development

Business Intelligence (BI)

Collaboration

Desktop Publishing

Diagramming

Interactive Voice Response (IVR)

Meeting Management

Operational Analytics

Project Portfolio Management

Enterprise

Accounting

Blockchain Payments

Cryptocurrency Mining

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Archiving

Cloud Storage

Continuous Delivery

Data Fabric

Endpoint Encryption

Enterprise Backup

File Sync and Share

Firewall

Fraud Detection

IT Service Management (ITSM)

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Network Operating Systems

Network Performance Monitoring

Network Traffic Analysis (NTA)

Network Virtualization

Phishing Detection and Response

Virtual Desktop Infrastructure (VDI)

Voice Recognition

Web Application Firewalls

Web Scraping

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Business Card Scanning

Content Management

Digital Experience Platforms (DXP)

Email Marketing

Graphics

Location Intelligence

Marketing Automation

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Professional Services Automation

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Sales

Operational Technology (OT) Security

Security

Auto Repair

Camp Management

HIPAA Compliance

Homeowner's Association (HOA) Management

Legal Research

Municipal

Trucking Software

Vertical-Specific

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Contemi Client Onboarding is an automated, paperless, and omni-channel solution designed specifically for the wealth management, private banking, and wider financial services industries. This platform caters to small to large financial service firms, offering them an end-to-end digital onboarding experience. With its seamless integration capabilities and customizable workflows, Contemi Client Onboarding is positioned as a choice for professionals in the wealth management, private banking, and financial services sectors.

## Key Features

**End-to-End Digital Onboarding**: According to the vendor, customers can open an account in minutes from their own home or on the go, without advisor supervision. The platform enables identification verification (IDV) checks in real-time using document scrubbing, facial recognition, and machine learning technology. It also includes an automated risk investment profile assessment.

**Automated Due Diligence**: The solution provides automated real-time KYC (Know Your Customer) and AML (Anti-Money Laundering) check results within 6 seconds. It includes a global PEP (Politically Exposed Person) and sanctions check, monitoring, and an in-built risk algorithm to calculate client suitability. 

**Customized Workflow & Seamless Integration**: The platform integrates into existing operations and technology infrastructure, offering configurable workflows and questionnaires with API integrations to ensure data integrity and a user-friendly experience. It provides visibility into onboarding cycle times, allowing firms to identify and resolve inefficiencies. Real-time reporting dashboards and a complete view of client information and history are also included.

**Multidevice Access**: Clients and wealth managers can access the platform from multiple devices, enhancing convenience and flexibility.

**Digital Document Management**: The solution offers online document management, operational readiness enablement, and application configuration. It allows clients to upload and retain all their important information digitally, facilitating interaction with their advisor.

**Secure Electronic Signatures**: According to the vendor, prospects and clients can digitally sign account-opening agreements electronically in a secure and legally compliant way.

**Self-Service or Assisted Service**: Clients have the option to choose between self-service or assisted service by a relationship or investment manager.

**Regulatory Compliance**: Contemi Client Onboarding claims to ensure regulatory compliance management across multiple jurisdictions and entity types, providing peace of mind for financial service firms.

**Flexible Deployment Options**: The platform supports flexible deployment options, including on-premise and private/public clouds, to cater to the specific needs of each firm.

**Bespoke Solution**: Contemi Client Onboarding is customizable based on the firm's needs, allowing for adaptation to new regulations.

Contemi Solutions helps financial service providers with automation programs of companies in insurance, capital markets, and asset & wealth management and wider financial services space across Europe, Asia and ANZ, through what they present as client-centric solutions and services. Contemi Client Onboarding enables asset and wealth managers, private banks, and family offices to offer their clients with fully digital and omnichannel onboarding experience.

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What is Contemi Client Onboarding?