Case Study: Frictionless Client Onboarding for Accountancy Firms

14 Feb 2019
Date submitted
14 Feb 2019
Resource type
Case study
File type
Web page Web page
UHY Farrelly Dawe White was looking for a client on-boarding solution that would be effective and efficient for both the business and the client. The business on-boards new clients face-to-face in their offices, as well as in-person at off-site locations. However, this process was proving to be quite inconvenient and frustrating for the client and the business. Using the ID-Pal Customer App, clients are able to submit their on-boarding material anytime, anywhere within minutes.
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