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Building a Better Client Onboarding Process [Webinar]

Legl
Legl

We’re hosting a webinar on Thursday, January 27, for a discussion around building a best-in-class client onboarding process for your firm.

Title: Building a Better Client Onboarding Process
Date: Thursday, January 27, 2022
Time: 11:30am-12:00pm GMT

For firms who’ve always done client onboarding manually, it can be difficult to picture exactly what a digital workflow would look like – let alone how to start building one. In this webinar, find out how to create a best-in-class onboarding process for your firm.

Join Natasha Boyland, Head of Operations and Risk at Woodstock Legal Services, and Lauren Watson, Director of Legal Partnerships at Legl, for a discussion around how to optimise:

  • document sharing
  • ID verification and CDD
  • KYC and AML monitoring
  • billing and client payments
  • and more!

Register 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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