Streamlined Onboarding

Man Woman Pen Point To Tablet Onboarding.png

Create a faster, controlled start to the client relationship.

Client onboarding is a highly visible and operationally demanding part of the client journey. Due diligence, information requests, document handling, approvals and internal coordination can all accumulate into a process that is slower, more manual and harder to manage than it needs to be.

Streamlined Onboarding helps firms to simplify, improve and implement the workflow with optimised process design, appropriate automation and joined-up information flows. Poor onboarding delays the start of client work and shapes the client’s first experience of the firm. Improvements can strengthen efficiency, control and client service at the same time.

The outcome is a faster, more consistent and controlled onboarding process to reduce avoidable administration, start work sooner and create a stronger first contact experience for clients.

What We
Offer

Journey Design

Redesign the onboarding journey around client experience, control and operational efficiency.

Confirm goals and simplify the onboarding process
Identify friction, duplication and unnecessary handoffs
Redesign the client and internal workflows
Validate opportunities against Innovation Tree™ patterns

Outcome: A clear, improved future onboarding service design.

Full Service Lifecycle

Improve the wider full client service lifecycle processes and practices.

Extend out the onboarding solution
Review end to end client service stages
Design the origination to offboarding journey
Improve wider workflows, handoffs and integrations

Outcome: A more connected, consistent client experience.

Implement & Improve

Implement the redesigned, streamlined and automated onboarding process.

Define controls, roles and responsibilities
Configure and implement agreed workflows
Test processes with users and client scenarios
Plan change, adoption and phased rollout

Outcome: Benefits through streamlined onboarding.

Leadership Briefing

A concise briefing on the new onboarding trends, opportunities and emerging AI technology.

30-minute presentation tailored to your environment
Onboarding trends and innovation overview
Relevant AI and automation use cases
Operating model implications and priorities for growth

Outcome: Leadership informed for opportunities and next steps.

If onboarding is creating unnecessary delay, administration or client friction, we can help you design a simpler and more effective way forward. Start a conversation.