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Wealth Dynamix



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Insight into Digital Onboarding

At its core, onboarding is the process of finalising a new relationship with a prospective client. As the first engagement with the firm, it is critical that this process is as easy and tailored as possible, as it will help set the tone for the ongoing relationship. Traditionally, firms in the Wealth & Investment Management Sector have completed onboarding for prospective clients using a mix of face to face meetings, formal paper documents, and emails. As this information is captured manually, it often then needs to be re-typed into one or more internal systems to help complete the approval and set-up of the client.

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