HNW individual and family office onboarding under your brand. Complex structures handled natively. PEP screening with discretion.
In private wealth, the client relationship is the business. An onboarding experience that feels like an interrogation undermines the trust you've spent years building. Mesh ID makes compliance feel like premium service.
HNW clients rarely present as simple individuals. Family trusts, holding companies, foundations, multi-jurisdictional structures: Mesh ID maps and onboards the full picture without forcing clients to fill in forms that don't fit their situation.
PEP screening runs in the background: clients aren't confronted with intrusive questions. Screening results are handled by your compliance team, not surfaced clumsily in the client portal.
Configurable source of wealth and source of funds documentation workflows: appropriate to the client's risk profile. Guided document submission, not blank form interrogation.
Every step of every client relationship: documented, timestamped, tamper-proof. Regulatory inspection readiness maintained continuously, without additional effort.
Periodic reviews that don't feel like harassment. Smart refresh asks only for what's changed or expired. Clients confirm existing data with one click, no unnecessary form-filling.
Passports, utility bills, bank statements, trust documents: AI extracts and validates data automatically. Clients don't re-type information that's already in their documents.
Relationship managers see client onboarding status in real time. Know when a client is stuck and reach out proactively. Never leave a client wondering what happens next.
ZEDRA, a global provider across trust, fund solutions, and private wealth with 1,400+ employees and 17 jurisdictions, selected Mesh ID after a rigorous RFP. See how they transformed onboarding across all their service lines.
See the Mesh ID private wealth experience. We'll show you how compliance and client experience don't have to be in conflict.
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