We transform your paper-based, manual and inefficient processes into seamless digital workflows - powered by our platform FLOWNIQ. From onboarding and applications to recurring reviews: legally compliant, audit-proof and deeply integrated into your core systems.
Processes still often run on paper, PDF and email.
That costs time, nerves and deals.
Client processes run through forms, mailboxes and printouts. Status, ownership and data stay fragmented - handover to the system of record is manual.
KYC, suitability assessment, complete audit trail: every step must be documented and traceable. Doing it manually is costly and error-prone.
Customers expect to complete in minutes - from anywhere. Every media break lengthens the journey and raises drop-off.
We map your real, often complex onboarding and contract processes fully digitally and optimised - well thought-out, regulatorily compliant and deeply integrated into your systems of record.
We build each journey tailored to your organisation - to your requirements, your existing systems and your day-to-day operations.
Depending on complexity, delivery takes the time it needs - so the result fits your requirements and systems exactly.
Guided entry, approval workflows where needed, legally valid completion.
Every workflow, every status, every approval in one place. Reviews run rule-based – with a complete audit trail.
Where paper, PDF and email still rule today, United Signals brings end-to-end digital workflows - built for the strictest requirements, usable in any industry.
Open an account, custody account or mandate fully digitally – entry, identification and signature in one journey.
OpeningOpening by account type with suitability assessment and tax details – guided through to a ready-to-use account.
ContractsMap any type of contract as one continuous, legally valid digital journey – without media breaks.
ApplicationsCheck rule-based, decide in multiple stages, document completely – from pre-check to approval.
InternalRequests, approvals and recurring workflows as a structured digital journey – approved in stages and documented.
ServiceService requests as a structured case – captured, categorized, with SLA and a complete history.
KYCPeriodic KYC and contract updates – pre-filled for the customer, checked, confirmed and recorded audit-proof in the core system.
DataSystematically close gaps in master data – pre-filled in bulk, confirmed and recorded audit-proof in the core system.
Optimally set up, no matter the industry.
Every case documented, with a complete audit trail.
Protection of sensitive client data to high security standards.
Connected via API into CRM, core banking and custody systems.
In your look and feel - your brand, our technology.
Compose processes precisely and adapt them quickly.
Fewer drop-offs, less effort, lower costs.
"Working with United Signals, we created a location-independent advisor-to-client onboarding journey in the agree21 environment, in the bank's corporate-identity style. It shortens account and custody opening to a few minutes and creates a real customer experience. The new end-to-end processes reduce manual rework by more than 90 %. Go-live was achieved in just 90 days."
* On average, based on customer statements.
United Signals