Is your client onboarding process as seamless and efficient as it could be?
For many large firms, onboarding is a critical yet often complex process that can be prone to bottlenecks, duplication, and wasted resources.
That is why Summa Tech has teamed up with Karbon to offer a powerful integration designed to simplify and streamline client onboarding – making life easier for your team while delivering an exceptional client experience.
In our latest webinar, Dave Bashford takes a deep dive into how this integration is transforming onboarding for large firms, and why it is a strategic move worth considering.
What you will learn:
- One source of truth for client information – Say goodbye to fragmented client data. The Karbon and Summa Tech integration ensures you have a single, reliable source of truth for all client information and interactions, improving transparency and collaboration across your firm.
- Simplified onboarding processes – No more juggling multiple platforms or manual admin. This integration automates and simplifies even the most complex onboarding workflows, saving your team valuable time and effort.
- Cost reduction and resource optimisation – Free up your higher fee earners to focus on projects, not repetitive onboarding tasks. By using this integration, you can reduce costs and deploy your resources more effectively.
Ready to revolutionise your onboarding?
If you missed the live session, you can watch a recording here and see how the integration works in action.
Take this opportunity to optimise your onboarding, remove internal barriers, and elevate your firm’s efficiency and client satisfaction.