carrot carrot carrot Change Centers x cognizanti collaborators create-folder Data Science Decisive Infrastructure download download edit Email exit Facebook files folders future-of-work global sourcing industry info infographic linkedin location Mass Empowerment Mobile First our-latest-thinking pdf question-mark icon_rss save-article search-article search-folders settings icon_share smart-search Smart Sourcing icon_star Twitter Value Webs Virtual Capital workplace Artboard 1

Please visit the COVID-19 response page for resources and advice on managing through the crisis today and beyond.

DIGITAL CUSTOMER EXPERIENCE

Cognizant Client Onboarding

Cognizant Client Onboarding

Cognizant’s holistic approach reduces onboarding times with a clean, modern CX that keeps customers happy.

Deliver personalized wealth management with efficiency and scale.

To our way of thinking, onboarding is much more than an operational event. It sets the tone for your client relationships. Cognizant Client Onboarding takes a holistic view towards client engagement and data collection, as well as information delivery, notification and activation. 
Cognizant Client Onboarding for wealth management includes:
  • Use of our design-thinking approach to create convenient, efficient experiences 
  • An end-to-end operating model for client, advisor and operations, so your organization digitally engages and services new clients and accounts
  • Omnichannel collaboration to provide transparency and maximize client/advisor experience while meeting onboarding goals that drive business value
Learn more about what our Wealth Management practice can do for your organization.
INDUSTRIES
SERVICES
COGNIZANT CONSULTING
LATEST THINKING
ABOUT COGNIZANT
GLOSSARY
INFORMATION FOR SUPPLIERS