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SimCorp Coric Client Onboarding from SimCorp
Automates client onboarding for asset managers, streamlines information capture, KYC/AML monitoring, workflow management, document processing, and seamless integration with CRM and investment platforms.
Product analysis by function
Client Onboarding Systems for Client Relationship Management
Digital platforms that streamline the client intake process, including document collection, due diligence, suitability assessment, and account setup while ensuring regulatory compliance.
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