Case Study: Primonial achieves faster, digital financial onboarding with Valtech

Primonial cuts onboarding from 2 months to weeks with Valtech

Valtech partnered with Primonial, a financial services group serving both professional asset managers and direct customers. Primonial faced the challenge of relying on slow, paper-based workflows for client onboarding and sought a digital transformation to save time, improve client access and transparency, and enhance communication with their business partners.

The solution involved Valtech creating two key digital products: Hub by Primonial, a back-office application for advisors to manage clients and projects, and Link by Primonial, a robo-advisor for clients. By digitizing the paper process, Valtech helped reduce a two-month onboarding timeframe to just a couple of weeks. The addition of Link also introduced new B2C functionality, enabling Primonial to grow its business and strengthen its market position.

Primonial