Corporate News // 26.03.2026
New Digital B2C Customer Onboarding Solution from Incore Asset Management Solution AG
With our new onboarding solution, you can enable your customers to open checking and savings accounts as well as brokerage accounts entirely online, thereby laying the ideal foundation for the successful sale of asset management services, strategy portfolios, and investment products.
Comprehensive validity checks and direct API connections to custodian banks significantly reduce erroneous entries and minimize the need for manual follow-up work.
The onboarding process adapts flexibly to your requirements, both technically and visually. The result: a fully digital, efficient, and customer-centric onboarding experience—from initial contact to the successful opening of an account or securities account.
Key Features
- Dynamic and intelligent form processes
- Electronic signatures and secure document uploads
- Customization to match your corporate identity
- Can be used as a standalone solution or integrated with MyWebDepot and third-party systems
Let’s take your customer onboarding to the next level.
Our product video gives you a concise overview of the features and user experience.
Do you have any questions?
We look forward to hearing from you.