Client onboarding: the hidden profit engine wealth firms can’t ignore

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