[Webinar]Streamlining Client Onboarding for Wealth & Asset Managers with Futureform and ID-Pal
Join us on 5 November 10 a.m.
About this webinar
Client onboarding is where trust and compliance meet friction. Manual ID checks, back-and-forth document requests and verification that sits outside the CRM all slow down time-to-client and make audits harder. This session shows how Futureform and ID-Pal bring identity verification directly into Salesforce, so advisers, paraplanners and onboarding teams can run the whole process without leaving the client record.
What You’ll See
A wealth management onboarding journey, run end to end in Salesforce. A verification request is sent from the client record, and the client completes it on their phone through a web app with no download required: capturing their ID, then a liveness check to confirm they are physically present and the rightful owner of the document. Results flow back into Salesforce in real time. The session then steps through the review flow inside Salesforce, covering facial biometric matching, liveness and deepfake detection, and document checks that flag tampering, screen recaptures and photocopies, before generating the PDF customer due diligence (CDD) report that serves as your audit evidence.
What You’ll Hear
How verified ID data can update the client record correctly first time, cutting manual data entry. How straight-through processing lets compliance teams focus only on referrals and exceptions rather than reviewing every client. The session also answers common questions on plugging ID-Pal into an existing Salesforce org, document coverage (over 16,000 ID types from 250+ jurisdictions), ongoing monitoring such as ID expiry alerts, and how data retention stays within your control.
Who This Is For
Operations and compliance leaders looking to reduce the manual burden of onboarding, Salesforce product owners evaluating identity verification partners, and wealth & asset management teams wanting a faster, more auditable path from prospect to verified client.