For firms who’ve always done client onboarding manually, it can be difficult to picture exactly what a high-performing digital workflow should look like – let alone how to start building one.
In our recent webinar, Creating a Better Client Onboarding Experience, we covered the most effective ways to create a best-in-class onboarding process to improve business efficiency and delight your clients, including finding ways to optimise:
- document sharing
- ID verification and CDD
- KYC and AML monitoring
- billing and client payments
- and more!
During this webinar, Natasha Boyland, Head of Operations and Risk at Woodstock Legal Services, discussed the value in having a robust client onboarding platform like Legl – and it’s all about keeping things simple.
At one point, Natasha says, “I love simplicity – and I’ve seen the team reduce their stress levels because they’re not having to chase clients constantly. Everything has been so simple – the change and implementation was so smooth and so slick.”
Watch the webinar now to find out how to elevate your existing onboarding process!
Not using Legl yet? Schedule a personalised demo now to find out how our onboarding, payments and compliance solutions can transform your firm.
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