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Transforming the Client Onboarding Experience for Canadian Property Firms

2019 was also the year that Apway first got engaged to CI Asante. Throughout their long-standing relationship, Appway has been able to successfully meet the independent wealth giant’s various strategic business and technology needs for digitization.

CI Asante recognized that Appway’s approach to workflow and business rules was not only an advantage to their existing wealth management group, but that those competencies could be realized in as many different lines of business as CI in Canada. Implements its development strategies.

Recently in December, the company officially unveiled its partnership with Baskin Wealth Management. Baskin Wealth, an independent investment management firm for Canadian high-net-worth families and foundations, was the first to implement Apway’s purpose-built Canadian cloud-hosted client onboarding for wealth solution.

Like CI Asante, the firm recently realized it needed to accelerate its digital transformation. But because of its small size and limited IT infrastructure, it needed an onboarding solution that was manageable and more turnkey with predictable costs.

“We are a boutique firm” says Rob McDonald, COO and CCO of Baskin Wealth Management. “We needed an application that could be supported and maintained without the need to hire new staff, which would defeat the purpose of trying to streamline operations. Highly configurable from a vendor with experience in the Canadian market Coming to the table with a worthy cloud-based solution certainly gave us the confidence to choose Appway as our provider.

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