Nov 01, 2021

The onboarding process for new clients and accounts sets the tone for the relationship between an asset or wealth manager and its clients. Get it right, and few clients will even notice. Get it wrong, and clients will question the credibility of your operations or even second guess their decision to choose your firm. In this study on Client Onboarding we focus on the organization, process, and systems used to set up new clients and accounts for institutional and wealth clients.

This report includes the results of participating Benchmarking firms’ onboarding practices.

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