IFS Blog

Top 6 Characteristics of Successful Onboarding Programs

Posted by Tracie Hummel on Apr 18, 2018 10:25:00 AM

Over the past 16 years of providing automated onboarding solutions to brokerage and wealth management firms, we've learned a thing or two (or six) about what makes an onboarding program successful. We have been fortunate to work with some of the most innovative financial services firms, and have been able to see how onboarding has transformed over the past two decades. Client and advisor expectations are at an all-time high, and the pressure is on firms to provide innovative, streamlined, user-friendly experiences, beginning with the account opening process. We teamed up with some of our clients to create this list of top characteristics of successful onboarding programs:

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Topics: Onboarding, Financial Services Industry, FinTech, best practices

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