A smooth initial customer experience has never been more important in the wealth management industry. Today, most onboarding and maintenance processes are overly reliant on manual steps and multiple back-and-forth cycles between customers and advisors, resulting in a poor client experience, decreased advisor productivity, and lost revenue. Customer onboarding solutions on AWS helps firms streamline their onboarding processes, enabling faster revenue growth, lower cost, and reduced risk. With these solutions, firms can enhance their advisor productivity while reducing the likelihood of lost revenue.

Partner Solutions

Software, SaaS, or managed services from AWS Partners

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  • Unqork

    Unqork is the industry pioneer no-code enterprise application platform that helps large companies build, deploy, and manage complex applications without writing a single line of code. Build enterprise applications faster, with higher quality, and lower costs with Unqork’s drag-and-drop interface.
  • Lightflow

    LightFlow is an AWS native, API-first solution that helps FinServe clients deliver hyper-personalized customer experience solutions to their customers. The API model will augment existing core banking infrastructure without having to rip and replace. Lightflow is a transformative banking experience platform that leverages advanced AI and machine learning to deliver personalized, consistent, and highly responsive customer experiences across all banking channels and products. By integrating with core banking systems, Lightflow enables banks to rapidly reimagine the customer journey, optimize engagement, and drive growth through enhanced customer service, cross-selling, and new customer acquisition.
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