White Paper: Building a Digital Onboarding Process that Wins Any Client

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 operates. It explains the importance of onboarding for any organisation, while clarifying the challenges firms face in their journey to developing a seamless onboarding process.

The report emphasises the behaviour of consumers; highlights the internal operational structures of companies; and determines how to design an effective Digital Onboarding Process that will create a competitive advantage and win any client.

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