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New uploading feature makes onboarding easier

Upload functionality

Blanco’s onboarding module makes the onboarding process a lot faster. But there was one more part that didn’t go that fast. Wealth and asset managers had to request documents by e‑mail from their clients. Not very efficient. We changed this: it is now possible to easily upload documents during the onboarding process. The client simply uses the drag-and-drop functionality in the portal to upload his files. Immediately, all that vital information is secure in the portal. Be that a Chamber of Commerce extract, articles of association, proof that money comes from an inheritance, literally anything needed. Each uploaded document appears automatically in the client’s file (under the first party of the account). Quick and easy.
You will find this feature in the prospect portal: personal dashboard > documents 

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