Analyze, automate, and coordinate business processes across your organization
Lift your client loyalty with a standardized, automated process. VestmarkONE eliminates the complexity of managing multiple systems during the account lifecycle. With our sophisticated rules engine, customized alerts, advanced workflow, and ability to integrate with other technologies your operations can easily support the addition of new accounts while minimizing re-keying, manual work-arounds, and other operational delays.
- Deliver an immediate and seamless client experience
- Simplify the process of client onboarding, account review, and account maintenance
- Reduce paper based work flows
- Automate new client forms that reduce errors from illegible or incomplete forms