Streamline the New Client Experience.
OnBord is a simple, secure tool with automated compliance features that will save you time and money onboarding new clients.
4 Easy Steps
How It Works
1. Advisor creates client
Add client’s name, mobile number, email, and account types to open.
2. OnBord sends SMS message to client
The client clicks the link in the message and enters their account information.
3. OnBord collects client information and sends it to Redtail & DocuSign
The account information entered by the client is sent directly to Redtail CRM and DocuSign for digital signing ceremony.
4. OnBord sends automated reminders
OnBord sends mobile notifications to clients for any skipped or incomplete information.
Advisor creates client in OnBord
Advisory staff inputs simple information like the client’s name, account types to open, features, etc. and OnBord takes care of the rest.
- Email Address
- Mobile Phone
- Account Selections
- Joint Account Holder
- Advisory Rate
- Account Features
- Primary FA and CSA
OnBord collects client information and sends it to Redtail & DocuSign
OnBord sends clients through a simple user experience to gather the information needed to open accounts. We utilize Google integrations and easy-to-navigate form fields, which reduces missing or incorrect information while enhancing efficiency.
To ensure the client’s information is safe, the information is transmitted directly back to Redtail & DocuSign without touching OnBord’s database.
- Direct integration with Redtail to create and edit client records
- Direct integration with DocuSign to generate and deliver documents
OnBord sends automated reminders
We’ll work to get your client information so you don’t have to. No more back and forth between you and your clients. OnBord communicates with them through scheduled SMS reminders and takes them to where they left off until all the information is completed.
- Friendly reminders to complete data still needed
- Defaults to text for faster engagement
- Option for email as well
By the numbers
Why use OnBord?
of organizations still prepare documents manually
days to complete the manual documentation process
productivity loss with manual data gathering and documentation
cost per manual agreement (printing/postage)
emails received per day
minutes to reply to an email
seconds to reply to a text message
think businesses aren’t using SMS as much as they should
Every plan includes . . .
- Operational dashboard
- Admin flow
- Client flow
- Built-in integration with Redtail API
- Built-in integration with DocuSign API
- SMS & email follow-ups
- White labeling
- Permission levels
- Early access to new features
- Email Support
- Client Guidance
- Individualized onboarding
Let’s talk about OnBord?
Schedule a demo to see how OnBord can change the way you do business.
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