Client Onboarding

Client Onboarding

It’s one of the most important processes your firm deals with.

A smooth onboarding process not only saves you time but lets your new client know how much you value them, laying the foundations for a prosperous relationship.

Our client onboarding tool will:

  • Save time

    Our onboarding tool can automate repetitive tasks reducing the time and effort needed to onboard new clients, freeing up time to concentrate on other areas of the firm.

  • Store accurate data

    By holding all client data in one piece of software, you will easily be able to access this data from a centralised location and ensure that all client information is accurate, preventing any confusion down the line.

  • Improve compliance

    The client onboarding tool allows you to complete Know Your Customer (KYC), risk assessment and credit checks all in one place. These checks will ensure your firm remains in line with regulations and is consistently compliant.

  • Reduce errors

    Errors can often occur with a complicated process such as onboarding. This tool will standardise the process, ensuring consistency and reducing the risk of errors.

  • Enhance your client relationships

    If a client has experienced a smooth onboarding, they will have been left with a very good impression, boosting your reputation as a firm that looks after their clients.

With a clear and easy-to-use interface, this tool is a must-have for all professional services firms who value the importance of compliance and getting a new customer onto their system in a speedy and efficient manner.

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