Wictor Family Office boosts efficiency with Roaring's automated KYC solutions and Salesforce integration
Seeking to streamline their KYC processes and receive automated controls, Wictor Family Office decided to join forces with Roaring. By integrating its solutions seamlessly with Salesforce, the automation enhances overall efficiency and cost-effectiveness.
Founded in 2014, Wictor Family Office is a multi-family office that provides solutions to complex economic, legal, and family-related issues. Their services include wealth and lifestyle management, as well as advisory services on insurance, corporate structure, tax, and pension planning, among other areas.
Faced with the need to simplify their KYC processes and transition from manual to automated controls with the Swedish Companies Registration Office (Bolagsverket), Wictor Family Office sought an effective solution. The choice was clear due to Roaring's simple and fully automated solutions, along with its seamless integration with Salesforce, the CRM system used by Wictor Family Office.
“Through Roaring, we have been able to automate time-consuming processes related to KYC- and AML-work with both new and existing customers. Thanks to all processes being run automatically in the background, we receive immediate matches and can follow up on any flagged changes”, says Sara Viktorsson, founder and CEO of Wictor Family Office.
Roaring automatically retrieves updated information from the Companies Registration Offices in the Nordics. Upon receiving authorised signatories, beneficial owners, and board members, Roaring gathers the information and are able to present possible signing combinations. This information is then logged in Salesforce, where it is clearly displayed for each customer. As a result, compliance has become easier, the risk of manual errors has been reduced, and customer data is always kept current.
“The experience of everything working without hassle benefits our entire organisation without requiring significant time for maintenance, making it both time-efficient and cost-effective.”
“We highly recommend this service to other entities seeking to streamline their KYC, customer onboarding, and AML processes. Additionally, if you use Salesforce as your CRM tool, Roaring can seamlessly integrate with it, further simplifying daily operations”, adds Sara Viktorsson.
Wictor Family Office is the first and largest impartial multi-family office in Scandinavia. Specialising in providing independent solutions to complex financial, legal, and family-related issues. Their services include wealth management, lifestyle management, and advisory such as insurance, tax and retirement planning, serving wealthy entrepreneurs, their families, businesses and foundations.
