Wealth Management

Protect Customers from Account Takeover with Industry-Leading Identity Verification Solutions

Prevent Account Takeover
Prevent Account Takeover
Protect your customer assets with advanced fraud detection and authentication solutions.
Improve Account Onboarding
Improve Account Onboarding
Identify and onboard more customers quickly, in real time, with nominal to no friction.
Support Digital Transformation
Support Digital Transformation
Integrate identity authentication across platforms and channels to offer a better customer experience.
Stay Compliant
Stay Compliant
Maintain compliance with KYC, AML, and other regulatory requirements.

Keeping your customers’ accounts secure online and in your contact center is a constant struggle. Data breaches have made it easier for criminals to carry out account takeovers and steal assets. IDology’s solutions allow wealth management and insurance providers to verify an individual’s identity to help deter fraud and account takeovers, reducing risk and costs.

IDology’s trusted identity solutions utilize deep data and advanced technology to confirm identity in real time in a non-intrusive, frictionless way. With a robust, layered verification process that utilizes location, activity, email, and mobile phone attributes, you get an in-depth risk assessment and can escalate for additional authentication as needed. IDology’s solutions support your digital transformation with seamless integration into your digital and mobile platforms.

IDology’s platform is completely customizable to your business requirements, and post-transaction fraud monitoring, alerts, and access to cross-industry consortium fraud data keep you ahead of shifting fraud trends.

Key Advantages for Wealth Management

  • Approve legitimate customers quickly for a faster onboarding process
  • Quick and easy authentication for high-risk transactions and account changes
  • Cross-channel solutions to aid in your digital transformation
  • Completely customizable, on-demand platform

 

Learn More About How IDology Can Help Your Business