White Paper: Building a Digital Onboarding Process that Wins Any Client
![](https://www.i-spiral.com/wp-content/uploads/whitepaper_February_2021_Building-a-Digital-Onboarding-Process-that-Wins-Any-Client.jpg)
Onboarding clients is the very first step in a firm’s retention process: the initial interaction between customer and brand which sets the stage for all future communication. A poorly designed onboarding process will create unfavourable results, dramatically affecting profits and reputation. This white paper gives an overview of what client onboarding is and how it […]