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Client onboarding is the first opportunity for wealth managers, private banks, broker-dealers, asset managers, multi-family offices, and universal banks to win over new customers. Setting the tone for the entire relationship going forward, the onboarding process must be fast and seamless so customers can move on to the products and services that will help them attain their financial goals.

Excellent client onboarding helps financial service institutions improve customer experience, increase revenue, enhance process efficiency, and guarantee compliance in all operating jurisdictions.

“For every one-point increase in customer onboarding satisfaction on a ten-point net promoter score (NPS) scale, there was at least a three-percent increase in revenue growth.”

“A 5% increase in customer retention produces more than a 25% increase in profit.

“38% of clients drop out of the onboarding process because of frustration with paper or volume of information required.”

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