Wealth & family office
A Singapore multi-family office
Client onboarding, from first conversation to an open bank account.
Onboarding a new family meant weeks of forms and hand-offs between the office, corporate secretaries and banks. We rebuilt it as one tracked pipeline, with the team signing off at each gate.
- An onboarding agent that interviews each client on background and source of wealth.
- One tracked pipeline from incorporation to account opening — documents generated from verified fields, adverse-media screening on every related party.
- A governed knowledge agent and document portal, deployed inside the client's own cloud.



