Mako Fintech Team

Learn more about the strategic advantages of integrating your CRM with your digital onboarding. This article also contains a detailed implementation plan that will guide you through maximizing these benefits, driving efficiency, and boosting revenue.

In this detailed video walkthrough, learn how to launch a workflow using the Mako Fintech platform.

In this video showcase, learn more about Mako Fintech's reporting features.

This article provides an overview of the evolution of automation in subscription agreement processing, highlighting the benefits of digital onboarding. It discusses how automated processes streamline onboarding for both closed funds, such as venture capital and private equity, and open-ended funds, like REITs and hedge funds

In this detailed video walkthrough, learn more about the main features of the Mako Fintech Platform.

In this video showcase, learn more about Mako Fintech's notifications and workflow management features.

A helpful guide demystifying the FINTRAC guidelines for identity verification written in simplified language.

Customer Success is a pivotal department within businesses, focused on ensuring customers achieve their desired outcomes through software utilization. This multifaceted approach encompasses various stages, including onboarding, education, ongoing support, account management, and proactive guidance on future product utilization. In this article, discover Mako's way to ensure customers get the most from our software.

Unravel the nuances between KYC (Know Your Customer) and AML (Anti-Money Laundering) practices in the financial sector. Discover how these critical compliance measures work together to prevent financial crimes, yet serve distinct purposes in safeguarding the integrity of financial transactions.

This comprehensive guide will help you navigate the process of selecting and building a strong technology stack for your wealth management office.

This article aims to demystify KYC, exploring its origins, relevance, components, and why it is indispensable in today's regulatory climate.

This year, Mako is proud to announce its attendance as a Bronze-level sponsor. We are eager to meet the expected 300 professionals in attendance to discuss the future of online onboarding in the wealth industry. These include portfolio managers, brokerage representatives, investment fund executives, and other key stakeholders in the wealth management sector. 

Learn how Bold Wealth used Mako Fintech to switch custodians in 4 short weeks.

Client onboarding is an area of focus for advisors who are thinking about going digital. Often because this is typically an onerous task, but also the first interaction with a new client. Automating this first impression can make things smoother for the investor.

There are many benefits when firms and advisors provide client-centric services to retain their long-term customers, from recurring revenue to ongoing referrals. In amid of the Great Wealth Transfer and the rise of automated robo-advisors, it is now more crucial than ever to reprioritize and adopt good client service practices to win not just the wallet, but also the hearts and minds of generations to come. 

Closing the gap between conventional financial advisors and robo-advisors will definitely help opting for human advisors a bit more apparent. Technology is rapidly advancing and will continue to do so in the future. It’s now high time for providers to embark on the digitization journey and transform their businesses, all for the better.

Check out our selection of 2022 research reports created to help advisors make sense of market trends that are anything but status quo this year.