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Supporting wealth management organizations

Wealth management

KYC, AML and MiFID II regulations often lead to long questionnaires and piles of paperwork – tiresome tasks for both customers and financial services employees. This heavy administrative burden means that you have to invest time in non-value-adding manual work, instead of focusing on building loyal client relationships.

Key benefits

Faster onboarding for legal entities and private individuals:

KYC, AML, and MiFID II regulations often lead to lengthy questionnaires and piles of paperwork – tiresome tasks for both customers and financial services employees. This heavy administrative burden means you invest time in non-value-adding manual work instead of focusing on building loyal client relationships.

Regulatory compliance for complex requirements:

Harmoney offers customizable digital workflows to automate many of the steps in onboarding and investment profiling processes. Our platform makes it easier to create a flawless KYC dossier containing comprehensive and accurate information. Even complex family holdings and trusts are easily identified.

Digital data management:

Thanks to a centralised customer data vault, digital document and information management, and customer self-service, it's a breeze to update client information for regulatory reviews.