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.


Webinar Highlights:

  • 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