Transform the Tedious Process of Onboarding into a Highly Efficient & Competitive Advantage
Opening new accounts can be one of your most complicated procedures, with more systems at play and high stakes for advisor retention. Help your agents to delight their clients right from the start. Onboarding creates one efficient process with a single signing experience across all products and owners. Document generation allows for the setup of Asset Transfers, and Account Funding, as simple and intuitive as it should be. Onboarding creates more time and less rework – getting rid of the NIGOs that have been hindering your team. Project trustworthiness and excellence, while ensuring that your financial software makes the right impression on your clients at the crucial outset of your relationship.
COO, WEALTH MANAGEMENT DIVISION
"IFS' Onboarding Solution jump-started our objective of becoming a more agile, lean organization - one with transparency to measure and improve performance."