OnBoarding

The Radius OnBoarding delivers complete real-time visibility into the full client on boarding process. This creates transparency across multiple teams such as sales, relationship managers, operations, credit, compliance and legal. 

 
On-boarding provides a consolidated platform to view, manage and drive all aspects of the sales process until institutions can trade with the client in question: Know Your Client, Anti Money Laundering, Credit Limits, Set-up, Legal requirements, Execution, Compliance monitoring, on-boarding of platforms. 
 
Powerful workflow capabilities link all stages of the process like automatic routing of emails, set up of tasks to the relevant teams including follow up tasks being triggered if no activity has been registered outside SLA.
 

Key Benefits

  • Provide transparency, reduces risk and decreases critical time to revenue
  • Improve service quality to clients – reduce risk of missed SLAs
  • Increase realisation of cross-sell opportunities
  • Management by exception through real time dashboards, reports and escalations
  • Reduced costs through powerful workflow automation
  • Fully integrated with front office sales/CRM system
  • One central hub for all client onboarding activity -  enables process overview, MIS analytics and audit trail
  • Quick and simple integration with external webservice providers (e.g. Equifax) – reduced tie-in/overhead to change providers
  • Multi-currency, multi-language, mobile device access

Key Features

  • Complete real-time visibility using reports & dashboards
  • New client and existing client/new product workflows
  • Customised views and forms by user role/level
  • Visual indicators of onboarding progress and status flags
  • Field history tracking of key audit trail data
  • Highly configurable workflow - tailor to client’s own onboarding process
  • Secure portal for middle and back office teams such as legal, credit and compliance
  • SLA-based email escalations
  • Parallel approval processes to optimise onboarding time