by OnBord | Client Experience
Transferring accounts in the client onboarding process between financial institutions can be a cumbersome process, especially when relying on manual documentation. A digital onboarding process can streamline this experience, reducing errors in data collection,...
by OnBord | Client Experience
Want to add value to your financial services firm while supporting your goals for long-term growth? Focus on providing a better client experience! A good client experience adds value to your firm; clients are more likely to have strong client loyalty and be more...
by OnBord | Client Experience
As a financial advisor, one of the most important things you can do is create an engaging client onboarding experience. Your onboarding process sets the tone for your relationship with clients and can make or break whether they stay with you. Here are three tips to...
by OnBord | Advisor Advice, Client Experience
In the recent past, going digital meant having a user-friendly website where clients could sign up and view account information or better understand your service offering. Today, clients are asking for much more than just a functioning website. One of the current...
by OnBord | Client Experience
It costs more to acquire a new client than to keep one. A 2020 Kitces Research report proved this business philosophy. More than 800 financial advisors participated in a survey found the average total cost for a financial advisor to acquire a new client is $3,119 per...
by OnBord | Client Experience
While customer service has evolved in many industries, financial services is still a bit behind the curve. Being a financial advisor in today’s pandemic environment is quite different today compared to previous decades. We’ve seen increased regulation, the arrival of...
