Autor: Digital Clipboard
Digital Client onboarding
Digital Clipboard is an app for wealth, insurance and mortgage advisors. The app streamlines workflows and automates onboarding, reducing costs by 10x while improving client conversion.
Every year, $1 Trillion in wealth transfers between generations, with only 50% of those assets staying with the originating institution. As such, client onboarding is a mission critical issue for wealth advisors looking to protect and grow market share.
At the higher end of the market, HNW clients expect face to face meeting with their advisors. Advisory firms do not have technology for these client meetings and still use pen & paper for client onboarding.
Digital Clipboard provides a digital onboarding solution for the face to face environment, allowing advisory firms to streamline and digitize their client onboarding process, reducing costs while improving client conversion.