TrackWizz Customer Onboarding Solution Reviews & Product Details

TrackWizz Customer Onboarding is a tool/ solution specially designed for Wealth Management Private Banking/ Wholesale Banking Investment Advisors Asset Management/ Portfolio Management Serving high net worth individuals, legal entities and Institutional clients. Power to combine it with regulatory controls including sanctions screening, risk rating and enhanced due diligence. A platform which starts from fetching KYC from different external sources (CKYC/ KRA), integrating with Video IPV with an option to perform e signature and wet signature. A complete deep KYC customer lifecycle solution which features Centralized Customer Information System Service Request for Static data change and closure Periodical reviews with enhanced due-diligence Information flow to multiple product systems