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OnBord has integrated with Practifi, the leading client relationship management (CRM) purpose-built for wealth management firms. This is the fourth CRM connection OnBord has made in the industry, enabling more advisors and firms to utilize its services.
As a secure platform with automated compliance features making new client onboarding easier and faster, OnBord empowers clients to enter much of their own financial data. OnBord harnesses the power and utility of SMS; the platform sends advisors’ clients a secure link to input their data. Since the typical onboarding process has been fraught with errors and can be time-consuming, OnBord sends text reminders to clients to ensure they are diligently completing their required data submission. This helps financial advisors and wealth management firms keep track of their clients’ onboarding status.
Practifi transforms how financial professionals connect with and grow their client base by surfacing key insights, automating critical workflows and enabling the highly personalized experiences that fortify relationships. Bringing together opportunities to strengthen client loyalty, enhance team collaboration and leverage data-driven insights into one integrated platform, Practifi empowers firms to own their relationships, growth and future.
How Does The Integration Work?
To access this connected system, financial advisors can sign onto Practifi via OnBord. They will input their username and password as usual. OnBord then collects any and all client data and pushes it to Practifi for future use.
In addition, advisors can leverage this set process to set up accounts and account-specific information in OnBord. That data is then pushed to Practifi into either custodial or internal forms.
The OnBord-Practifi integration delivers information directly to where it’s necessary for teams to leverage it, eliminating time-wasting workflows and processes.
OnBord takes all of the integration headache out of advisors’ hands so they can instead focus on client opportunities and their client service role.
Where Else Does OnBord Have Integrations?
In addition to the new integrations with Practifi, OnBord is affiliated with Orion’s Redtail, Wealthbox and Salesforce.
To get a demo of these two connected systems together today and learn how your firm can get more prospects out of your pipeline and into your system, contact Jake Mingione at jake@onbord.io.
