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Home Business Financial Services

Aztec Group launches streamlined onboarding solution for clients and investors

September 29, 2022
in Business, Financial Services, Guernsey, Jersey
Charlotte Light
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Independent provider of fund and corporate services, the Aztec Group, has launched a streamlined due diligence and verification platform for its clients and their investors.

Aztec Verify brings together market technology into one service, automating the due diligence process for a faster and more efficient experience while ensuring full regulatory compliance.

Aztec Group Chief Risk Officer, Rylee Muddle, said: “The AML and due diligence regulatory landscape continues to evolve, presenting our industry with a growing list of obligations and requirements. However, the goal for clients and investors remains the same – achieve full compliance, while being well positioned to proceed with their investment strategy quickly and efficiently.

“Aztec Verify uses best-in-class technology to minimise the administrative burden, reducing manual processes and enabling us to streamline the entire process.”

Aztec Group Chief Technology Officer, Charlotte Light (pictured), said: “Our business is, first and foremost, about providing a highly tailored experience for our clients that adds genuine value to their back-office operations. Continuous investment in technology and innovation plays a key role in our ability to continue delivering that service to the high standard that our clients have come to know and expect.

“Enhancing our onboarding process was the next logical step for us – it’s often one of the first points of interaction an investor has with a fund manager, and can therefore set the tone for the rest of the relationship.

“Our clients look to us to provide a first-class investor experience, with as little hassle as possible, and combining the expertise of our specialist teams with market-leading technology makes it a reality.”

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Sue Fitzgerald

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