Digital Onboarding, Inc.’s Post

Attention Financial Leaders: Is Your Client Onboarding Still Mired in Manual Processes? 🚀 If you're grappling with traditional spreadsheets and endless email exchanges for client onboarding, it’s time for a paradigm shift. Our latest case study reveals a groundbreaking approach that transforms client onboarding processes in the financial industry, boosting both operational efficiency and client satisfaction. 🔍 Explore how cutting-edge automation not only streamlines client management but also significantly enhances client engagement and trust from the outset. This case study delves into the strategic benefits of automation, such as reduced manual errors, faster account activation, and improved client retention rates. 🌟 Key Insights Include: Efficiency Improvements: How automation accelerates client onboarding and reduces manual workload. Client Satisfaction: The impact of seamless onboarding on client trust and long-term loyalty. Scalability: Strategies for scaling operations without a proportional increase in headcount. Interested in driving change in your organization? ⬇️Click Below to Read the Full Case Study ⬇️ Are you ready to lead your organization into a new era of financial management? #Trisk #CaseStudy #ClientOnboarding

Digital onboarding can reduce account opening time by up to 70% while strengthening compliance and improving client satisfaction. Here's what you need to know. Wealth management firms are embracing digital transformation. Yet many still rely on outdated, manual onboarding processes that frustrate clients and limit growth. Traditional onboarding creates common problems: - Multiple rounds of paperwork - Repetitive data entry - Slow verification processes - Compliance risks Digital solutions solve these issues by offering: Speed: Complete account openings in minutes, not days Accuracy: Remove manual errors and duplicate entries Security: Better fraud detection and identity verification Compliance: Automated regulatory checks and documentation The numbers tell the story: firms using digital onboarding see up to 40% higher client retention rates in their first year. When evaluating digital onboarding tools, focus on: - Mobile-first design - Multiple communication channels - Smooth integration with your current systems - Strong security features - Reliable support and training Modern clients want simple, digital experiences – and they'll switch providers to get them. Ready to improve your client onboarding? See how OnBord can help you build a faster, more secure, and client-friendly process. #AdvisorTransitions #ClientOnboarding Nick Bernardo, CFP® Grier Rubeling Jake Mingione John Bernardo Marc R. Butler

DVA is not associated with this job post. Technical Consultant, USA https://lnkd.in/gTTu_Xdz What You’ll Do Work with customers to problem-solve technical hurdles, and propose effective product implementations for each customer with a deep understanding of the full range of integration and configuration options Via customer discovery, you will assess customer requirements for expansion of their Ramp partnership via customer discovery, and determine Ramp fit through use-cases, cost-benefit/ROI analysis, and technical competencies Work directly with onboarding specialists to support more complex technical & accounting implementations of Ramp... #workfromhome #wfh #entrepreneur #stayathome #business #stayhome #motivation #success #money #work #onlinebusiness #love #makemoneyonline #digitalmarketing #homeoffice #networkmarketing #smallbusiness #marketing #financialfreedom #workfromhomelife #businessowner #affiliatemarketing #instagram #makemoney

🌟 Job Opportunity: Client Service Representative 🌟 📍 Location: Boston, MA 📝 Duration: Contract 🚀 JOB DESCRIPTION 🚀 As a Client Service Representative working under direct supervision, your primary role will be to maintain and service assigned client relationships by understanding their needs. You'll focus on Fund Accounting, Administration, and Custody, collaborating with both clients and internal teams. Your goal is to ensure client satisfaction by providing insights, automated solutions, and assisting with onboarding, conversions, and reporting. 🙌 🔍 POSITION SCOPE 🔍 You'll be managing day-to-day client inquiries, collaborating with internal teams to resolve them promptly. 🧑💼💬 Keeping clients updated on inquiry status and teaching them how to use Infuse for quick solutions is key. Sharing insights from client interactions with your peers will help address recurring issues and improve services across the board. You'll be the first point of contact for your clients, ensuring smooth escalations and communication with the appropriate teams. 🤝 💼 JOB DUTIES 💼 Client Service: ✅ Respond proactively to client inquiries and escalate to Senior CSR if needed. ✅ Research and escalate internal issues impacting client service. ✅ Collaborate with internal departments for client request resolution. ✅ Analyze inquiry trends and identify training needs. ✅ Meet regularly with clients and peers to review and escalate concerns. ✅ Prepare meeting agendas, minutes, and coordinate with your manager. Technology Management & Effectiveness: 💻 Communicate product enhancements and conduct client training sessions. 💻 Stay updated on relevant tech solutions to manage client inquiries effectively. 💻 Host demos to teach clients platform usage and minimize manual tasks. Relationship Building & Networking: 🤝 Collaborate with internal teams to enhance client experience. 🤝 Understand the client's organizational chart for effective communication. 🤝 Participate in firm events and stay informed on company activities. Risk & Control: 🔐 Adhere to company policies and best practices. 🔐 Identify opportunities to improve data security and reduce risks. 🔐 Pay attention to detail in email communications. 🛠 KNOWLEDGE, SKILLS, COMPETENCIES 🛠 🎓 BA or Equivalent 🗣 Strong communication skills (verbal and written) 💡 Ability to adapt to new technologies 📊 Analytical and problem-solving skills 🌍 Language skills aligned with office location/client base 💼 Proficient in Microsoft Office 🏢 Hybrid Schedule: 3 days in the office, 2 days WFH 🏡 Ready to take on this exciting role? 🌟 Apply today! #ClientServiceRep 🧑💼 #BostonJobs 📍 #ContractJobs 📝 #HybridWork 🏠🏢 #FundAccounting 💼 #AdminSupport 📊 #ClientRelationships 🤝 #Onboarding 🔄 #FinancialServices 💰 #CareerOpportunities 🚀 #TechSavvy 💻 #Networking 🤝 #JobOpening 🌟 #HiringNow 👋 #WorkWithUs 💼

A FTSE 100 wealth advisory firm had a major problem. Their client onboarding took 60 days. That's slow, inefficient, and costly. At Elixirr, we tackled this head-on. We analysed their process, identified bottlenecks, and rebuilt it from scratch. ➔  We dove deep into their 60-day onboarding nightmare, identifying every bottleneck and inefficiency. ➔  We created detailed profiles of their typical clients, understanding their needs and pain points. ➔  We mapped out a streamlined, digital-first onboarding process. ➔  This allows clients to input their financial info and goals before meeting an advisor. ➔  The new system pulls in data from various sources, creating a comprehensive client profile. ➔  We ran over 50 user tests with real prospects to refine the system. ➔  We showed them how to use the new tools to prep for client meetings effectively. The result? Onboarding time dropped from 60 days to under 5. Advisors now spend less time on paperwork and more time building relationships and managing portfolios. Our solution gives advisors a complete client profile before the first meeting, which means more time for meaningful conversations and portfolio management. The impact is significant: Faster onboarding = more clients processed Less paperwork = more time for high-value tasks Better client insights = improved service quality Is your firm keeping pace with these changes? If not, it might be time to reassess your onboarding strategy. DM me, and let's chat about a solution!

🚀 Corporate onboarding alert🚀 Do you want to achieve up to 21% efficiency savings in Year 1 and up to 57% cost reduction when factoring in commercial efficiencies? In the final part of our series with Chartis Research, we explore how a CDI-centric approach can revolutionize #corporateonboarding by streamlining processes, reducing costs, and transforming client experiences. Get insights on: 📉 Efficiency gains from automated processes 💼 Improved client experience 💰 Long-term ROI with CDI Take the first step toward smarter, more profitable onboarding. Access the final report and use our #ROI calculator to start building your business case today! https://hubs.li/Q02XHnzd0 #CDI #CorporateOnboarding #ROI #BankingInnovation #ClientExperience #KYC #DigitalTransformation

Hello Talents, Please find a new hybrid, contractual role below. Role: Program Manager Duration: 9 Months Total Yrs. of Experience: 8+ Years Relevant Yrs. of experience: 3 years Location: Buffalo, NY Detailed JD: Mandatory Skills: Independently guide multi-disciplinary teams through large-scale complex transformational changes focused on Strategic Enterprise Initiatives, or strategically important short-term engagements that deliver business outcomes Responsible for overseeing and driving teams in the implementation of an evolving strategic enterprise initiative governance framework aimed at achieving alignment across the bank and its strategy. Provide transparency to senior leadership of progress of initiatives. Develop and tailor communications content and artifacts used across various levels in the organization on our Strategic Enterprise Initiative Portfolio of highly complex business initiatives with high attention to detail and quality. Ensures follow up on all critical items and drives accountability through documentation and governance framework and/or assessments Learn and support understanding of the organization by building credibility with teams, leveraging business acumen and curiosity Build relationships and participate in engagement management with senior stakeholders and encourage collaboration to support an environment of information sharing to effectively deliver outcomes; learn and support understanding of the organization by building credibility with teams, leveraging business acumen and curiosity. Develop and rely upon relationships across the organization to break down silos and stay connected to changes going on in the bank Lead work groups and individuals with diverse views to develop and provide strategic recommendations and encourage innovation Provide execution certainty by setting pace and driving accountability. Desired Skills: Independently guide Transformation Delivery or multi-disciplinary teams through large-scale complex transformational change initiatives, or strategically important short-term engagements for senior management that deliver business outcomes. This function serves as independent 3rd party advising and supporting internal stakeholders on Strategic Enterprise Initiative Governance, Industry best practices for Change Management, transformation delivery and execution. In-depth expertise in strategy and innovation methodologies for enterprise Governance and Transformation Delivery including industry best practices, Program/Project Management, problem statement and Scope Definition, Process Re-engineering, Organizational Change Management, Performance Measurement, and Customer Experience. Domain: Digital transformation / migration in banking Is it complete WFO or Hybrid model (specify the days): hybrid – 3 days from Client Location BG Check Is there any working in shifts from standard Daylight (to avoid confusions post onboarding) YES/ NO: No Please share resumes to dinakar@puresolusa.com

Mastering Workforce Optimization: A Comprehensive Guide to Field Service Management Software Our latest blog is your guide to achieving workforce optimization through Field Service Management Software. Discover how this powerful tool can streamline operations, enhance efficiency, and boost customer satisfaction. Dive into the world of Field Service Management Software to unlock its potential for your business. Explore the complete guide at [Link] and take your workforce management to the next level. Explore Now: https://lnkd.in/dXH3FMzZ #FieldServiceManagement #WorkforceOptimization #BusinessProductivity #CustomerExperience #DigitalTransformation #Efficiency #OperationsManagement #ServiceIndustry #TechnologyIntegration #WorkforceManagement

🚀 Simplify Contractor Management with Technology! Managing contractors effectively is a daunting task for enterprises. From onboarding and compliance to performance tracking and payments, the process is often riddled with challenges. 💔 Common Pain Points Faced by Businesses: - Endless paperwork and manual data entry 📝 - Inconsistent compliance management 🔍 - Lack of visibility into contractor performance 📊 - Payment delays leading to dissatisfaction 💸 - Difficulty maintaining clear communication 📞 What if there was a way to streamline the entire process, ensuring compliance, transparency, and efficiency at every step? 🌟 Enter Contractor Management Software Our smart solution redefines how enterprises and contractors collaborate. ✨ Key Benefits: - Automated Onboarding: Say goodbye to paperwork! Quickly onboard contractors with digital forms and document verification. - Compliance Made Easy: Stay audit-ready with real-time compliance tracking and notifications. - Performance Insights: Track contractor performance through data-driven dashboards and analytics. - Seamless Payments: Automate payouts and reduce delays with integrated payment solutions. - Centralized Communication: Keep everyone on the same page with a dedicated contractor communication portal. - Empower your business with a solution designed to build stronger, more efficient contractor partnerships. Let’s make contractor management a breeze! 💬 We’d love to hear your thoughts! What contractor management challenges do you face in your industry? #ContractorManagement #SoftwareSolutions #EnterpriseTech #WorkplaceEfficiency #DigitalTransformation