Industries
Wealth Management
Delight your clients from the first interaction. Deliver the premium onboarding experience that high-net-worth individuals expect—secure, instant, and effortless.
The Challenge
In wealth management, the client relationship is everything. But too often, that relationship starts with weeks of frustrating paperwork, repeated document requests, and manual compliance checks.
Your clients have already been verified multiple times. They expect better. They deserve better.
Without Identa:
- ✗2-4 weeks average onboarding time
- ✗Multiple rounds of document requests
- ✗Manual compliance checks prone to errors
- ✗Frustrated clients before you even start
- ✗Compliance teams buried in paperwork
The Identa Advantage
Transform your client onboarding into a competitive advantage.
Faster Onboarding
Reduce client onboarding from weeks to minutes. Pre-verified data means no waiting for documents.
Premium Experience
Deliver the white-glove service your high-net-worth clients expect from day one.
Automated Compliance
Built-in AML, PEP, and sanctions screening. Automated risk assessments and approvals.
Relationship Focus
Spend time building relationships, not chasing paperwork.
Built for Wealth Management
Every feature designed with wealth managers in mind.
- Pre-verified client data instantly available
- KYC/AML checks completed in minutes
- Secure document vault for sensitive information
- Real-time portfolio sharing capabilities
- Immutable audit trails for regulators
- Multi-jurisdiction compliance support
Ready to Transform Client Onboarding?
See how leading wealth managers are using Identa to onboard clients in minutes, not weeks.