Registro Asistido

Registro Asistido is a dedicated application designed for authorized Advisors who are registered with Afore Azteca. This app streamlines the process for Advisors, enabling them to register new clients who do not yet have an Afore account with Afore Azteca quickly, easily, and securely.

The primary function of the app is to facilitate the registration of new Afore accounts, providing Advisors with an efficient tool to enhance their service offerings. If you're already an authorized Advisor with Afore Azteca, you will find Registro Asistido particularly valuable as it simplifies the entire registration process. Key actions you can perform include:

1. Educating your clients about the fundamental aspects of Afore accounts and the specific benefits offered by Afore Azteca.

2. Capturing essential client details such as the CURP (Unique Population Registry Code), phone number, and email address.

3. Requesting your client to take a selfie and photograph their official identification.

4. Presenting and explaining the contract and the Document of Net Yields to the client.

5. Recording a brief video of the client expressing their consent to proceed with the registration and capturing their residential address.

These steps ensure a comprehensive and compliant client onboarding experience. Once the registration is complete, the client will gain access to the benefits of an Afore Azteca account, maintaining control over their retirement savings in a secure environment.

The app proves indispensable for Advisors looking to enhance their productivity and client satisfaction through a facilitated Afore registration process. Using this tool not only streamlines workflow but also helps in delivering a seamless and informative experience to clients. This enhanced client servicing capability positions it as an essential asset for effective and efficient Advisor-client interactions.