Sentences with phrase «client onboarding»

Probably working my butt off all year and getting some seriously great clients onboard!

With paper processes creating costly inefficiencies, and innovative fintech startups coming for your customers, you can't afford to not have a fast, digital, fully integrated client onboarding process.

Even if your own firm is providing a great client onboarding experience most of the time, you can still learn from the mistakes of other attorneys.

Keith is the Senior Director of Client Onboarding for Lighthouse.

This makes client onboarding one of the key steps in the entire LMS process.

Plan Conversion and Enrollment A dedicated team guides plan sponsors through our streamlined, established procedure for client onboarding.

Small and mid-sized law firms get the benefits of practice management through Clio, managing their practices from intake to invoicing, and the visibility and improved client onboarding that Lawdingo offers.

And outside of drip campaigns — which we recommend for lead nurturing, sales enablement, and even client onboarding — you can take advantage of simple newsletters, too.

The firm's approach to portfolio selection and client onboarding needs significant work.

Simplify and automate client onboarding.

Mr. McLaughlin serves TRAK - 1 by managing the sales and marketing teams for an exceptional client onboarding experience.

Tags for this Online Resume: Prime Brokerage, Hedge Funds / Strategies, New Business Development, Customer Service, Eze Castle Software, Client Onboarding Process

Also, blockchain - based identity management and KYC (Know Your Client) solutions will be implemented at the Pacific Private bank to improve client onboarding.

This means you need to take control of your client onboarding process and provide multiple communication touch points and proactive offers of support.

Client onboarding is when you -LSB-...]

What is client onboarding?

While the overall experience of your service will help retain people, you can start with your client onboarding.

Client onboarding can be daunting in complexity.

PayrollCRM is a payroll sales engine built to manage all aspects of the payroll sales process, from needs analysis to quoting to client onboarding and e-signatures.

Despite the major technological advances happening all around us, the client onboarding experience at most law firms today is still incredibly cumbersome and manual.

The innovation process - or more precisely, the ideation process - often begins with a specific question, problem or hypothesis: «We can reduce cost single - plaintiff litigation matters by rethinking our client onboarding and service delivery processes», or «we are being priced out on patent prosecution work in the US due to boutiques and alternative providers».

Keith's team oversees large and complex data migrations, client onboarding and training, and workflow and solution implementation.

In fact, Lexicata offers both customizable online intake forms and document automation with e-signatures to make the client onboarding process as seamless as possible.

Client onboarding is the process by which you bring a new client into your firm.

The backbone of your client onboarding process is your file - opening checklist.

If you don't have a client onboarding process, you should.

The key to making sure your client onboarding process goes off without a hitch is to use a checklist.

Finally, smart lawyers will institute a client onboarding process that asks how people heard about your practice.

Designed and enforced processes for streamlining employee, distributor and client onboarding.

Summary Description: Functions as an administrative professional performing multiple responsibilities including but not limited to client onboarding and account maintenance, providing support to office professionals alongside various reception responsibilities, and offering back office support to registered representatives.

Summary Description: Functions as an administrative professional performing multiple responsibilities including but not limited to client onboarding and account maintenance, providing support to...

Tags for this Online Resume: mutual funds, alternative investments, client onboarding, asset transfer, operations, private banking

Plans to expand into the US; seeking ambitious and driven graduates to assist in Business Development and Client Onboarding

«I absolutely love my First American home warranty,» says Maury, who goes on to say that being a policyholder himself makes it that much easier to get his clients onboard.

The company also finished first in nearly every category, including: Loan Offerings; Website Satisfaction; Application / Approvals Process; Loan Closing; and Client Onboarding.