Meet evolving consumer expectations and deliver a quality client experience from day one.
| | Sponsor Content from Betterment | |
| Sponsor Content from Betterment |
| Hello Voornaam, Onboarding is a critical stage in the client's lifecycle—and can make or break a practice's retention strategy. As the client's first impression of the firm, onboarding can set the tone for the rest of the relationship. Consumer expectations for prompt, digital service continue to accelerate, and independent RIAs are now faced with examining how their technology partners may be helping or hurting their firm's potential. Join us for a conversation on how an uncomplicated, tech-enabled onboarding process can help advisors better meet evolving consumer expectations and deliver a quality client experience from day one. Topics will include:
Limitations in traditional onboarding practices and the current technology landscape How client onboarding can impact a firm's future revenue potential Actionable ways to eliminate friction in onboarding workflows, personalize the client experience, and start to nurture a loyal client base. |
| | Lauren (LT) Thomas | Senior Product Manager
Betterment for Advisors | | (Speaker) |
| | | Devon Klumb | Strategic Sales Manager
Betterment for Advisors | | (Speaker) |
| | | Alison Considine | Senior Sales Manager
Betterment for Advisors | | (Speaker) |
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| | Lauren (LT) Thomas | Senior Product Manager
Betterment for Advisors | | (Speaker) |
| | | Devon Klumb | Strategic Sales Manager
Betterment for Advisors | | (Speaker) |
| | | Alison Considine | Senior Sales Manager
Betterment for Advisors | | (Speaker) |
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