Question
We use an Intapp New Business Intake platform to manage our due diligence process. We can’t brand the platform and that’s frustrating as we want to maintain a strong corporate identity when serving our clients. Also, the default for KYC/AML requests is to send emails out to parties, which again misses the mark from a branding perspective. Is there another option?
- S S T
Answer
Yes, take a look at one of the Pinnacle-developed Intapp Extensions. The Client Portal is basically an intelligent add-on to a firm’s New Business Intake platform. Rather than emailing, it enables KYC/AML requests to be sent – and data and documents to be submitted back – via a secure Cloud-based portal that is fully brandable.
In a nutshell, a slick, modern front-end in your firm’s colours that provides the strong marketing identity that underpins trust and quality.
For more information visit https://www.pinnacle-oa.com/product/client-portal-client-due-diligence/