A comprehensive and cost‑effective solution to enhance the Client Onboarding and Lifecycle Management experience for you and your client.
Embus provides transparency and accountability throughout the whole process, allowing you to manage your relationships from prospect to fully onboarded client more effectively than ever before.
Embus features and benefits:
Embus reduces the time it takes you to onboard a client and allows them to be continually advised of where they are in the onboarding process, through the use of efficient and transparent procedures.
Using online alerts, Embus enables regular client reviews and ongoing due diligence. All questionnaires, responses and analysis can be stored within the system and reported on as required.
Embus provides a streamlined process with a focus on tracking, monitoring and ensuring regulatory compliance throughout the lifetime of the client, responding to new regulations, or data received as
part of a scheduled or ad‑hoc compliance review.
Security and flexibility
Secure delivery via HTTPS and controlled access for all parties involved in the onboarding and lifecycle management processes. Flexible and configurable, Embus delivers a significant increase in operational efficiency and capacity that leverages powerful reporting capability.
The platform brings efficiency on your onboarding function by introducing automated processes which run in parallel, allowing you to focus on informed decision‑making.
Time and cost efficiency
Embus helps to shorten timelines, improving speed and accuracy, boosting transparency and lowering costs through streamlined processes and services.
Gets the Client to market earlier, increasing satisfaction, minimising the attrition rate and accelerating time-to-revenue.
Reporting and audit
A comprehensive reporting suite means that all the data in the platform can be reported on and distributed instantly, while audit functionality tracks everything in the system as it occurs.