Financial Planning Software for Retirement and Estate Goals Workflow

Client Onboarding

Type: Fill Checklist

Client Onboarding is the initial phase of engaging with new clients. This process involves creating a personalized experience for each client to ensure their unique needs are met. The first step in Client Onboarding is to capture detailed information about the client's business goals and requirements through a comprehensive onboarding form. This form helps our team understand the specific services needed, allowing us to tailor our approach accordingly. Following this, a designated account manager reaches out to schedule an introductory meeting with the client to discuss their expectations and answer any questions they may have. This meeting sets the tone for future interactions, establishing trust and open communication lines between both parties. Once these initial steps are completed, we proceed with implementing tailored solutions that align with the client's distinct needs. Throughout this process, ongoing support is provided via regular check-ins to guarantee seamless integration of our services within their existing operations.