Boost Client Engagement with Digital Wealth Solutions’ Advanced Client Outreach Tools
Integration with iAM Smart
We are delighted to announce that we - working with a corporate client - have just launched an integration with between DWS and iAM Smart, the Hong Kong digital identity service.
This new integration means that our corporate client’s advice teams can remotely verify the identities of prospective clients and existing clients. This in turn assists those advice teams to offer advice remotely.
To build on this integration, we are currently testing equivalent integrations for other geographies.
Participation in GrowthBuilders' 2022 WealthTech Sprint
Participation in GrowthBuilders’ 2022 WealthTech Sprint
Integration with Singpass
Integration with Singpass
Integration with DocuSign
Integration with DocuSign
Our work with St. James's Place
Our work with St. James's Place
Charles Mardon shortlisted for 'Director of the Year' award
Charles Mardon shortlisted for 'Director of the Year' award
We're a UKFinTech Awards 2020 Finalist.
We're a UKFinTech Awards 2020 Finalist.
Concluding our participation in the FCA regulatory sandbox
Concluding our participation in the FCA regulatory sandbox
Participation in FCA regulatory sandbox
Participation in FCA regulatory sandbox