Customer Onboarding

A smooth initial customer experience has never been more important in the wealth management industry. Today, most onboarding and maintenance processes are overly reliant on manual steps and multiple back-and-forth cycles between customers and advisors, resulting in a poor client experience, decreased advisor productivity, and lost revenue. Customer onboarding solutions on AWS helps firms streamline their onboarding processes, enabling faster revenue growth, lower cost, and reduced risk. With these solutions, firms can enhance their advisor productivity while reducing the likelihood of lost revenue.