A compliance partner for every type of client you serve.
A new-relationship file passes through four or five pairs of hands before it is complete. Relationship manager, compliance, management, legal: Wecan brings them onto the same file, at the same time, with the same data — and the client is asked only once.
Three problems we hear in every room.
The file always comes back incomplete
A document is missing, and it surfaces at the end — when the last person to read it picks it up. The client is asked again, the file goes back round, and the promised timeline is gone. It is the single biggest cost in taking on a relationship.
Four to five people, each in their own tool
The relationship manager in theirs, compliance in theirs, management over email. Nobody sees the real state of the file at the same moment, and each one waits for the one before.
Always-on audit pressure
Spot checks, periodic audits, regulator visits — a client file must be defensible at any moment, with full traceability of who did what and when.
The three moments of truth, applied to your segment.
A complete file, first time.
Everyone sees what is missing at the moment it is missing, and the file only moves on when it is complete. The client is asked once. And the file holds up in an audit because it was built as you went, rather than reconstructed after the fact.
"What convinced us in this RFP was the ability to industrialise onboarding and periodic reviews across the entire chain, from the asset manager to the end client, while keeping full control over our data and full transparency over how decisions are produced."
Wecan facilitates the daily life of our customers by reducing their operational work while allowing secure information sharing between stakeholders.
As a private bank on a human scale, we are very close to our GFI partners and their needs. It is important to support them through a visionary digital solution that aims to optimise compliance processes.
At Pleion we have been innovating for 40 years for our clients. It is obvious that new solutions like Wecan are transforming our industry and it makes sense for us to be part of it.
Wecan's innovative, targeted and community-based digital platform will enable us to meet our regulatory requirements in a shorter time, to the benefit of the service provided to our customers.
We take our data security responsibilities seriously and were impressed by Wecan's use of blockchain technology to offer enhanced solutions.
Regulations covered out of the box.
Built for banks. Built for you.
Tell us a bit about your context — we'll tailor the demo.