March 9th, Alert hosted a webinar detailing the ways firms can digitize their client onboarding.
The New Year is about finding new ways to simplify onboarding and keep clients engaged. With Digital Questionnaire Services, our team will support your clients through any onboarding challenges and integrate the data with your existing tools.
What You Will Learn:
1) How Digital Questionnaire Services reduces client fall off rates
2) How innovating your onboarding process benefits your firm and clients
3) How we ensure transparency throughout onboarding
Watch the webinar below:
March 9 Digital Questionnaire Services Accelerate New Client Onboarding
