Onboarding New Clients is Complex.
Convert prospects faster with intuitive, self-serve digital onboarding. Eliminate cumbersome paperwork and accelerate time to investment.
Scale Wealth Management App Solutions & Attract New Clients
Deliver a seamless digital experience for your clients and empower them to invest with confidence.
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Challenges we solve for Wealth Management Digital Channels:
Custom development is slow and full of risk.
Custom development and maintenance of customer-facing digital channels is time-consuming and difficult to scale. Modyo helps you develop and manage frontend experiences faster and easier.
Security and governance is critical due to so many global malicious Actors.
Modyo provides a platform, framework and methodology that prioritizes Governance and Security with Agility, and operates with the ISO27001 standard information security management system.
Wealth Management Solutions
with Modyo
Digital Onboarding for Wealth Management
Pre-built Wealth Management Experiences
Easily publish reports, research, and insights to target customers
Connect Modyo with existing business systems
Situation Today
for Wealth Management Solutions
Remotely Onboarding Customers
Wealth Managers are being driven to make it easier for people to invest or risk losing customers. At present a prospective client is typically required to complete a lengthy onboarding process with different documentation, compliance and contracts in order to open an investment account. Making it simple to capture data, documentation, signatures and fund the account is a must for modern wealth managers.
Wealth Management Disruption
New Fintech disruptors are changing the way people invest. Immediate onboarding solutions and transfers of funds combined with easy to understand investment processes and products are transforming the way customers think about their investments. Modern customers are becoming more self-serve and self-interested in how their money is managed.
Easier Investment Experiences
Easier investment experiences means more clarity in how information is presented, understood and acted upon by customers of different ages and profiles. Wealth Managers are being challenged to fundamentally improve how different customers can easily invest with greater efficiency and transparency.
Why Modyo for Wealth Management?
Wealth Management Client Experience
Modyo's composable frontend platform helps your teams deliver with prebuilt experiences in our Dynamic Framework that you can personalize to accelerate your time-to-market.
Compliance and governance requirements
Meet all your compliance and governance requirements with Modyo's highly auditable platform that runs in your own single tenant cloud. Get amazing support and training to keep your innovation machine humming.
Digital Onboarding for Financial Services
End-to-end digital onboarding solutions that integrate to your CRM, document management and digital signature vendors to streamline the key moments in your wealth management customer journey.
Learn more about Wealth Management with Modyo.
Dynamic Framework
Quickly create feature-rich applications through a robust set of components with customizable templates built for integration.
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Onboarding Solutions
Learn how we're helping large organizations with frictionless digital onboarding solutions.
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Building Micro Frontends
Learn more about micro frontends and how they're helping solve big challenges for large organizations.
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