Princeton Blue’s Private Wealth Management Client On-boarding” (PWM) solution provides banks and financial institutions with a state-of the-art, fully customizable solution for better serving the evolving needs of their clients. Built specifically with the needs of the Wealth Management industry and their clients in mind, PWM provides a “process-centric” approach, featuring process automation, mobile enablement and agility through business rules.

A Superior Customer On-boarding

Pleasant experience is very critical for on-boarding of Wealth Management customers. The very first interaction with your company must leave a differentiating impression on the prospects who are often high networth individuals

  • Mobile Enabled on-boarding
  • Quicker responses and approvals
  • Personalized experience
  • Hassle-free, smooth on-boarding

Private Wealth Management Solution

Princeton Blue’s PWM solution brings together the power of Business Process Management, Business Rules and Mobile to create world-class Client On-boarding for Private Wealth Management. PWM facilitates efficiency through BPM and agility through configurable business rules. Mobile enablement brings a pleasing experience for the customers. PWM is completely customizable to your specific business needs and can be tailored to your business.

Key Highlights

Private Wealth Management facilitates a pleasant customer experience during onboarding process. Its configurable business rules under the hood bring agility in the hands of business users.

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