Glivent answers
How can Glivent improve client onboarding in a financial services business?
Direct Answer
Glivent can review how client information, identity documents, supporting evidence and follow-up move through onboarding. A workflow can organise collection, show what is missing and send unusual cases to the right person. Authorised staff still make regulated approval and advice decisions.
What matters first
Client onboarding can involve repeated requests, several systems and review steps that are easy to lose in email. Staff need to see what is complete and what still requires judgement.
What Glivent can do
Glivent would map the approved process and check what the existing software can support. A flow could prepare requests, match received documents to the client and send unusual cases to the right staff member.
What stays with your team
The system should not decide whether a client passes a regulated check or whether advice is suitable. Current legal and licence obligations need specialist confirmation where interpretation is required.