With development of Release 2 of Blue Nova now reaching the advanced stages, we are delighted to announce details of two new Blue Nova applications called Connect & Approve.
Blue Nova Connect – Account Opening & Client Onboarding
Self-service capability for prospects to initiate the account opening and onboarding process.
Key features include
Capture key data points for each prospect
ID checks
Client Suitability Assessments
Well Being questionnaire
Both the Client Suitability and Well Being Questionnaires can be updated on an ongoing basis to meet the evolving requirements and changing points of emphasis.
Blue Nova Approve – Onboarding Management
For use by Wealth Managers to manage account opening applications from Blue Nova Connect.
Approve has been designed to be flexible enough to allow every Wealth Manager to have their own unique onboarding process with a mix of automation versus manual intervention that best suits their organisations needs.
Key features include
To manage & monitor the onboarding workflow
New dashboard components – applications pending, status, required actions
Manage prospect applications & approval
We look forward to sharing more announcements about the two new applications in the near future.