Portfolio Rebalancing Strategies for Institutional Investors Workflow

Step 1: Client Onboarding

Type: Fill Checklist

Client Onboarding is the initial step in establishing a professional relationship with a new client. It involves gathering essential information about the client's business needs, goals, and expectations. This process typically includes an introductory meeting or call to discuss the scope of work, timelines, and key deliverables. The onboarding team will also provide an overview of their services, policies, and procedures to ensure a clear understanding of what the client can expect from the engagement. During this step, clients are often asked to provide necessary documentation, such as contact information, company details, and any relevant project materials. This collected data is then used to establish a customized workflow that meets the unique needs of the client. The goal of Client Onboarding is to create a solid foundation for a successful partnership between the client and service provider, setting the stage for a productive and efficient working relationship.