Failure to get onboarding right can impact the lifetime value of every client and expose your business to regulatory compliance risk. Poor onboarding can harm your reputation and accelerate client attrition. Manual, multi-step onboarding processes are slow, inefficient and difficult to track. The more disjointed onboarding systems and processes are, the more frustrating the experience for both clients and advisor.
Onboard transforms the onboarding experience by eliminating costly and ineffective manual processes. By digitising and orchestrating data capture, optimising workflows and ensuring that all required compliance actions are fully executed, the entire process is right first time and delivers the best possible client experience.
