Webinar: Effective Onboarding Practices: Improving Your Firm's Most Critical Business Process
In our webinar on March 3, 2016, Ray Mulligan and Randy Barnes discussed the tenets of an effective onboarding process from both a front and back office perspective. They provided the top 10 best practices for a good onboarding process and showed how specific strategies and practices benefit the client or investor. Download your free copy of this webinar by completing the form to the right.
- Top 10 best practices for a healthy onboarding process, for both front and back office personnel
- Live demonstration of IFS's Client Onboarding Solution, showing how the entire onboarding process can be automated and streamlined
- Actionable tips and strategies for making your financial services firm's onboarding process more advisor and investor friendly