Ownest

Ownest

The innovative software enhances client onboarding by swiftly verifying identities and validating financial information. By streamlining processes, it reduces documentation needs and operational costs, fostering quicker financing decisions. This efficiency not only minimizes fraud risk but also boosts customer satisfaction, loyalty, and overall productivity for businesses.

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3

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RIA Productivity Suite

The RIA Productivity Suite enhances wealth management operations by streamlining advisor onboarding and automating account management.

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SureSteps

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Top Ownest Features

  • Client identity verification
  • Fast onboarding process
  • Reduced documentation requirements
  • Compliance assurance
  • Fraud risk protection
  • Operational cost reduction
  • Streamlined data entry
  • Seamless system integration
  • Autonomous qualification workflows
  • Permission-based questionnaires
  • Data-informed decision making
  • Pre-determined validation criteria
  • Enhanced customer satisfaction
  • Increased application uptake
  • Flexible logic workflows
  • Comprehensive client insights
  • Improved productivity
  • Industry-leading solutions
  • Business expansion support
  • Dedicated customer success focus.