Appway AG develops software for digital onboarding and client servicing in the financial sector. The company provides solutions to automate processes such as account opening, identification, KYC questionnaires, and document handling.
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Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Digital self-onboarding for individuals and small businesses; paperless account opening, KYC questionnaires, product recommendations, data capture, e-signature and online identification.
Digital Onboarding for Complex Customer Structures
Support for more demanding onboarding cases such as trusts and financial services institutions; combination of digital and physical interactions for integrated, regulation-ready processes.
Onboarding Platform for Wealth Management
Platform for wealth managers with personalized investor onboarding, digital self-registration, accelerated account opening and omnichannel customer experiences.
Onboarding Platform for Banks
Platform for banks to digitize account opening and customer onboarding with paperless processes, online identification, KYC and self-onboarding.
Onboarding Platform for Insurance Companies
Platform for insurance companies to digitize onboarding processes with self-onboarding, data capture, e-signature and regulation-oriented workflows.
Onboarding Platform for Asset Managers
Platform for asset managers for digital setup and ongoing management of customer relationships with personalized onboarding and paperless processing.
Onboarding Platform for Asset Management Distribution
Platform for the sales side in asset management with digital onboarding, product-related recommendations and streamlined data capture.
Advisor Tools and Productivity
Tools to support advisors with digital onboarding, shorter turnaround times and omnichannel, controllable customer experiences.
Platform for Trade and Post-Trade Securities Services
Platform for trade and post-trade processes in the securities environment with digitally supported customer and service workflows.