Onboarding new clients can be a daunting task for financial services firms. Not only do you have to collect all the necessary information, but you also have to ensure that your processes are smooth and efficient. Fortunately, there are ways to simplify the process and make it less overwhelming for both you and your clients like a bookkeeping client intake form or a customer onboarding template.
Client onboarding should be the least of your worries it should be a repeatable and streamlined process that extracts all the information you need from clients as easily as possible.
That way you don’t get distracted from your core competencies by sending reminder emails, sorting through emails, and searching for attachments. Clients will also have a positive initial experience with your company, and get value from the relationship quicker.
In this article, we’ll look at how you can quickly simplify your client onboarding experience, specifically the document collection process. If you are frustrated with your onboarding process, then now is the time to start improving it.
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