Value Stream:
Activate
Enable faster account setup, trade execution, and funding operations with intelligent automation and compliance-ready workflows.
Overview
Activation is where client relationships become operational.
Centric automates account opening, funding, custody setup, and trade execution through unified workflows eliminating manual delays, ensuring regulatory accuracy, and creating a seamless client activation experience.
Key Statistics
Manual account opening increases time-to-fund by 60% – Capgemini Wealth Onboarding Survey 2024
35–50% of trade exceptions originate from data entry or rule-validation errors – PwC Operations Risk Report
Institutions automating custody and funding processes see 2× faster activation – Accenture Wealth Efficiency Study
Automated fee configuration reduces billing disputes by 40% – Deloitte Digital Finance Index
Fragmented Setup Processes
Account creation, funding, and custody onboarding require multiple manual systems.
Operational Delays
Trade and funding approvals depend on human review queues.
Error-Prone Execution
Manual validations and data inputs cause settlement and compliance errors.
Complex Fee Rules
Non-standardized fee structures lead to inconsistent client billing.
Regulatory Pressure
Limited traceability across activation workflows complicates audits.
Client Expectation
Investors demand same-day activation and immediate trading ability.
Cost Pressure
Operations teams face rising workloads and shrinking margins.
Compliance Oversight
Global AML and custody requirements demand automation.
Competitive Need
Digital-first wealth platforms deliver faster onboarding experiences.
Account Opening & Funding
Intelligent validation engines auto-verify documentation, account data, and funding sources.
Custody & Brokerage Setup
Seamless API-based integration links custody, broker, and compliance systems.
Trade Execution Automation
Rule-based models validate and execute trades instantly with full audit trails.
Fee Simulation & Optimization
AI computes and configures fees based on asset class, policy, and client tier.
Operational Intelligence
Every churn, upsell, and retention outcome refines predictive models, improving accuracy and portfolio returns.
