Whitepaper: How to Revolutionize Client Onboarding in Wealth Management

In this digital era, first impressions matter, especially when your potential clients are exploring options to manage their financial futures. The client onboarding process is the most critical touchpoint that can make or break your chances of forging a lasting client relationship.

In this white paper, we’ll explore current client onboarding challenges and intelligent solutions to help you maximize operational capacity and drive faster revenue generation. Streamline your firm's client onboarding process with our comprehensive guide!

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Key insights:

Explore the “why”: Analyze the biggest hurdles your advisors, operational teams, and clients face.

Prioritize your firm’s key technology strategies to create a seamless, integrated client onboarding process.

Validate your operational strategies with critical data points that pinpoint inefficiencies associated with maintaining status quo.

Discover real-world benefits and case studies detailing how other firms adopt content-centric process automation to truly modernize their operations.

Work Smarter with Optimized Processes

Design No-Code Workflows

Map out and automate tasks in your manual business processes with a code-free drag-and-drop designer to take an item from “initiated” to “complete.”

Quickly Route Data with Digitized and Automatable Forms

Eliminate paper forms, speed up manual approvals and automatically route completed form information into your CRM, ERP or legacy system.

Gain Actionable Business Intelligence

Use data-based insights from your automated processes to remove bottlenecks and make informed business decisions.

Learn how a Content Services Platform can transform your business

Content Management

Organize data enterprise-wide so the right people can access the right content, whether they’re in the office, working remotely or are a client accessing documents.

Process Automation

Better allocate resources by automating vendor onboarding, accounts receivable, contract management and more—no coding required.

Intelligent Data Capture

Unlock valuable information with AI-capture tools that process high volumes of content, extract data and automatically organize files.

Unify the Systems Your Teams Use Every Day

Unite the applications your teams rely on, such as Salesforce and DocuSign, with the automated processes of Laserfiche Cloud — including direct and custom integrations as well as last-mile integration tools powered by RPA technology.

Automatically Sync Your Data with Direct Integrations

Integrate directly with Salesforce, Dynamics 365, Microsoft 365, DocuSign, Ellucian and Redtail with tailored interactions that reduce development efforts.

Create Custom Integrations that Fit Your Business

Leverage custom integration tools for developers to create synergy with your existing infrastructure and software applications.

Integrate Legacy Systems with RPA

Use workflow bots that capture information from third-party websites, spreadsheets and other applications to integrate legacy and proprietary systems.

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