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 important information across the enterprise so the right people have access to the right content whether they’re in the office, working remotely or they’re a client or constituent accessing documents.

Process Automation

Automate vendor onboarding, accounts receivable, contract management and more with award-winning software that optimizes inefficient processes, enabling you to better allocate your resources.

Platform Services

With a combination of security and compliance features, frequent security updates and the ability to redact sensitive documents in a cloud-based repository, you can trust that your data is secure and confidential.

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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