Transform the Client Onboarding Experience into Your Competitive Edge
OnBord provides a digital approach that puts your clients first, accelerating engagement and driving greater satisfaction from day one.
Digital-First Approach
Transform client onboarding with mobile-first automation
Clean Intuitive Interface
A complete digital platform that eliminates paperwork and accelerates account opening through an easy-to-navigate experience.
Advanced Identity Verification
Built-in security protocols protect sensitive data while streamlining the verification process for faster onboarding.
Proven Performance Metrics
Delivers concrete results with 30-day account transitions, improved client retention, and significant reduction in errors through automated verification.
4 Easy Steps
How It Works
1. Advisor creates client
Add client’s name, mobile number, email, and account types to open.
3. OnBord collects client information and sends
The account information entered by the client is sent directly to our integration partners for digital signing ceremony.
2. OnBord sends SMS message to client
The client clicks the link in the message and enters their account information.
4. OnBord sends automated reminders
OnBord sends mobile notifications to clients for any skipped or incomplete information.
Ready to transform your client experience?
See how the OnBord platform can revolutionize your onboarding process.