The client onboarding process can be much simpler and faster than this. In this guide, we’ll go over the benefits of improving your onboarding process, give you a handy sample checklist to use as you streamline your operation, and introduce you to SmartVault, a technology tool that digitizes onboarding and creates the smooth, user-friendly experience progressive, modern clients are looking for.
The client onboarding process can be much simpler and faster than this. In this guide, we’ll go over the benefits of improving your onboarding process, give you a handy sample checklist to use as you streamline your operation, and introduce you to SmartVault, a technology tool that digitizes onboarding and creates the smooth, user-friendly experience progressive, modern clients are looking for.