Once onboarding is done, compliance software often goes quiet and the firm goes back to email. IQON’s relationship and workflow architecture can stay in place as the structured way you and your client exchange information, documents, confirmations and approvals.
Ongoing client relationship
Scheduled or ad hoc reporting delivered to the client, with a record that it was received.
Statements, agreements and countersigned copies, out of email attachments.
Ask for what is missing, chase it automatically, file it against the relationship.
Structured questions rather than a free-text email thread.
Periodic refreshes handled by the client directly, not re-keyed by your team.
The client confirms, approves or declines — and the answer is evidence.
Time-sensitive items reach the client where they will see them.
Anything the relationship requires the client to do, tracked to completion.
A client response is a workflow event: it routes onward to an adviser, compliance or your core system.
Client engagement
Information goes out to the client, but that is only half of the relationship. Requests, confirmations, information and other client actions come back into IQON and continue as structured work inside the firm.
Firm systems → IQON → Client
Client → IQON → Firm systems and teams
Delivery option
For firms where the client experience is part of the offering, engagement can be delivered through a branded web journey or a native mobile app under your own brand.
Native and white-labelled applications are a separate implementation and priced individually.
IQON gives firms a direct way to interact with clients after onboarding. Use it for information requests, document exchange, approvals, signatures, notices and newsletters, alongside KYC and other regulated follow-up.
Client activity stays connected to the relationship and can feed into the workflows and systems used by your teams.