Many wealth managers are losing money because they do not understand client onboarding. Unfortunately, onboarding done wrong will drive clients away; because the onboarding process begins the moment, ...

Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...

Adopt a risk-based approach to client management. Prioritise high-risk clients for more frequent reviews and enhanced due diligence. Use risk assessment tools to dynamically adjust the level of ...

If it wasn’t for your clients, you wouldn’t have a firm to operate. After all, the client onboarding experience is one of the most critical pieces of the advisor-client relationship. Not only does it ...

IBS Intelligence (IBSi) is the world’s only pure-play Financial Technology focused research, advisory, and fintech news ...

Word of mouth is the primary factor behind 20 to 50 percent of all purchasing decisions. That simple fact underscores the importance of customer onboarding. If done well, you’ll create loyal brand ...

Prioritizing your onboarding process will help ensure customers begin successfully, obtain a clear understanding of how your service or product works, and build a relationship of trust with your ...

Seldom do sales leaders think about customer retention costs when selling to new customers. But when you figure the lifetime value (LTV) of a new customer, you need to make room in your sales and ...

It is an unfortunate reality that for many companies implementing new SaaS solutions, the rollout period is riddled with miscommunication and confusion, resulting in a dampening of initial client ...

Make sure your new hires are onboarded successfully so they are set up for success in their new roles.