NetX360’s array of business intelligence tools allow you to easily generate tailored reports, access actionable intelligence and perform quick analyses to help manage your business more efficiently. Integrated Reporting and Business Intelligence Our eSignature solution provides a transparent, trackable process with secure, verifiable signing options for gathering client signatures electronically. In addition, deliver a cleaner client experience by selecting and producing the forms required to open a specific type of account.Ĭonvenient Electronic Signatures Complete the onboarding process in minutes, without sending hardcopy documents. You can also customize the process to suit the way you work.Įfficient, On-Demand Integrated Forms Update and distribute standard or broker-customized application forms faster and easier with prefilled online forms. Pre-populating applications with existing client data from NetX360 or your own CRM.With a seamlessly integrated environment, you’re able to handle every step of the client onboarding process, including: Streamline processing and reduce Not in Good Order (NIGO) rates, while increasing funding percentages and delivering superior service to your new clients. Onboarding clients should not be difficult, and with NetX360 the process is simple and easy. Streamline the Client Onboarding Experience
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