Last Thursday, we hosted a webinar “Effective Onboarding Practices: Improving Your Firm’s Most Critical Business Process.” In the webinar, members of our product team Ray Mulligan and Randy Barnes guides participants through the onboarding process from the front to the back office and provided tips for improving any wealth management firm’s onboarding system.
You’re invited to download a free copy of this webinar by clicking the button below:
In this webinar, you’ll:
- Learn what makes a good onboarding process for financial services and wealth management firms
- Discover 5 tips for improving onboarding for the front office and 5 tips for improving onboarding for the back office
- See how an effective onboarding process and system improves client-advisor relationships
Image Source: FreeImages.com/Tory Byrne