Client onboarding is often treated as a back-office task, but it has a major impact on profitability and client experience alike. This handout looks at where the real bottlenecks are, and how wealth firms are rethinking onboarding to reduce time-to-invest, lower acquisition costs, and give advisors more capacity to build relationships.

Download the handout to:

• Understand the link between onboarding and long-term value
• Explore how automation reduces delays and compliance risk
• Learn how firms are supporting advisors without adding complexity