Onboarding the Next Generation of Clients, Together
Step 1: Simplify Data Gathering
Once you’ve engaged a prospect, let Overvue handle the heavy lifting. Overvue integrates with major custodial platforms, enabling prospects to share their identify & investments seamlessly. Forget digging through statements and get the data you need effortlessly.
Step 2: Verify and Complete
When a prospect connects their accounts, Overvue goes beyond investment data. Our platform also pulls in personal information like names, addresses, and other details, streamlining the onboarding process and preparing for account opening paperwork.
Our system then reviews and verifies the information gathered. If any details are missing, our workflow prompts the prospect to provide the necessary data, ensuring everything is accurate and complete. This step simplifies onboarding and eliminates the back-and-forth typically involved in gathering information.
Step 3: Take Action
With all data verified and complete, Overvue organizes the information for a seamless transition from prospect to client. Advisors can review and refine the data before moving forward with account opening and transfers. The result is a streamlined process that simplifies onboarding and accelerates the path to becoming a client.
