eBook: Three Critical Phases in Digital Onboarding

December 14, 2015

Successful client onboarding begins with creating an omni-channel experience that is seamless, personable and exceeds the expectations of your clients. New clients should be able to quickly apply for new accounts through a mobile-responsive website, and, if they need to, halt their application in mid-flight and then continue it seamlessly by phone or in-branch with an advisor.