Enhance your client onboarding with fully customisable engagement letters
Our Letters of Engagement tool within our cloud-based onboarding platform, offers a fully integrated, automated solution to streamline client engagement.
Our Letters of Engagement tool offers:
Fully customisable templates – Tailor letters to meet your firm’s and each client’s specific needs.
Automated sending – Send engagement letters as clients move through the onboarding stages.
Seamless integration – No need for separate software or manual processes.
Improved compliance – Maintain accurate, up-to-date client agreements.
Efficient and scalable – Handle ad hoc and ongoing engagement requirements with ease.
Simplify your onboarding process
Client onboarding can often be time-consuming and prone to errors, leading to delays and frustration.
Our end-to-end onboarding solution, with Letters of Engagement, ensures a standardised, efficient process – helping firms reduce admin, improve compliance, and deliver a better client experience.
By automating engagement letters, firms can now complete the entire onboarding process within one digital platform – eliminating the need for additional software.
Experience the future of onboarding
Discover how our Letters of Engagement tool can enhance your efficiency and client experience.