Client onboarding is a major moment of truth for your firm. The experience you create during this period for your high-net-worth clients will dictate the course of your future interactions.
You need to efficiently deliver required documents and branded content, introduce relationship stakeholders, and open and fund accounts quickly—all while gaining insight into what really matters to your client.
How? This eBook will walk you through the three relationship-building phases of onboarding, and how to build client satisfaction, loyalty, and wallet share during each of them.
- How a digital onboarding process can increase your response rates by as much as 2x
- Why 88% of top wealth executives are making client onboarding their top priority
- When 81% of successful cross-selling takes place, and how to take advantage of this key period