now loading...
Wealth Asia Connect Middle East Treasury & Capital Markets Europe ESG Forum TechTalk
Wealth Management
Crossbridge Capital introduces robo-advisor digital onboarding
Crossbridge Capital has introduced digital onboarding for its robo-advisor service, Connect.
The Asset 9 Mar 2017

Crossbridge Capital has introduced digital onboarding for its robo-advisor service, Connect, being the first to do so in the wealth management industry in Singapore.

Crossbridge Capital say that digital onboarding will streamline user sign-up by utilizing e-sign technology for all required documentation. It will not require a manual submission of documents or a physical visit to an office to complete a sign-up.

Charlie O’Flaherty, partner and head of digital strategy and distribution says, “Today’s update will significantly speed-up the onboarding process while ensuring that the very best standards of customer identification and verification are maintained.”

 

Conversation
Donald Amstad
Donald Amstad
global head of client growth
abrdn
- JOINED THE EVENT -
Webinar
APAC Climate Change Progress & Obstacles in 2022
View Highlights
Conversation
Ernest Mui
Ernest Mui
treasurer
Knorr-Bremse Asia Pacific
- JOINED THE EVENT -
Webinar
Changing China: Embracing innovation to build better treasury
View Highlights