Case Study: Frictionless Client Onboarding for Accountancy Firms

14 Feb 2019
Company
Date submitted
14 Feb 2019
Resource type
Case study
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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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