Overcoming 4 Challenges with Client Onboarding in Financial Services
I still vividly remember the pain and anguish of inefficient, manual client onboarding processes, even though it’s been a few years since I transitioned from being a financial advisor to leading Egnyte’s wealth management and buy-side practice. The mountains of paperwork. Ugh. The endless back-and-forth with clients and the new business department because something was forgotten or not filled out correctly. Ugh. The constant worry of maintaining compliance. Double ugh.