Improving Investment Advisor Customer Onboarding

04 Mar 2020
Date submitted
04 Mar 2020
Resource type
Case study
File type
Web page Web page
An Investment Advisor firm has required paperwork that needs to be completed when they bring on a new customer. New client onboarding has been considered one of the most stressful things that Investment Advisors and their firms go through. Every company in the industry has invested a lot of time, thought, money and energy into streamlining the process. A universal challenges is asking customers to fill out and return complex forms and sign paperwork in a timely manner.
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