United Signals is in production use at banks, wealth managers and financial service providers - where security, proof and compliance matter.
A selection of our clients and partners.
Through the successful collaboration with United Signals, we created an impressive, location-independent advisor-to-customer onboarding journey in the agree21 environment, in the bank's corporate identity style. It shortens account and portfolio opening to just a few minutes and creates a real customer experience. At the same time, the new end-to-end processes enable very rapid rollout of new products and document changes and reduce manual rework by over 90%. The go-live with United Signals was achieved in just 90 days.
For our digital wealth management product digiVestor®, we rely on the onboarding tool from United Signals to give our clients a smooth, fully digital start. As a BaFin-regulated asset manager with high standards for data protection and process security, we particularly value the collaborative, solution-oriented partnership with the United Signals team. This allowed us to noticeably simplify the onboarding process for digiVestor® while meeting our regulatory requirements.
All the paper-related workload has disappeared, which means the back office's capacity is put to better use. Where customers used to sign their portfolio opening on paper, it is now possible to respond flexibly to changing circumstances - so a single advisor, for example, opened portfolios on Usedom and in the Allgäu within a single day.
