Self Managed
Service

Your team adds a relation and uploads the documents. Wisdom and BlueMonks do the rest.

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Your control, our work.

With Self Managed Service you keep the client relationship and the decision in your own hands. You add a relation in Wisdom and upload the available documents. Wisdom reads the documents, screens and prepares the file, and our analysts check it. You receive a report and decide yourself.

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Your challenge.

Your team wants to stay in control of client acceptance, but working through documents, structures and screening results takes a lot of time and quality differs between colleagues.

Our solution.

Your team only adds the relation and uploads the documents. Wisdom does the research and BlueMonks checks it. You stay in control of every decision.

In four steps
to a complete file.

  1. Add a relation

    You add the client or relation in Wisdom.

  2. Upload documents

    You upload the documents you have. Wisdom reads them.

  3. We do the rest

    Screening, UBO structure and a check by our analysts.

  4. Report and decision

    You receive the report and make the decision yourself.

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Is this for your organisation?

For organisations that want to keep the client relationship and the decision, without doing the research themselves.

  • Full control over your own process and client relationship
  • Faster turnaround thanks to automated checks
  • Less variation in quality between employees
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