DCPA2118. Client Onboarding: Standardizing and Customizing

The onboarding process can set the path for a successful relationship and reassure new clients they made the right choice in partnering with your firm. CAS teams are challenged with standardizing and systemizing the process to improve efficiency and profitability while simultaneously making it feel personalized to each client. In this session, we will discuss best practices in client onboarding. Providing a high quality, organized onboarding experience for clients starts the relationship on the right foot and sets your team up for success.

Learning Objectives:

• Identify onboarding best practices, including hands-on tips
• Outline the importance of client communication and setting expectations during the early stages of an engagement to set the stage for successful partnerships