The six Cs of digital onboarding

Great digital onboarding requires a winning formula comprising of six crucial elements - from compliance to the customer experience. Bringing these six Cs together will give you a powerhouse approach to completing your KYC obligations and starting your transaction the best way possible.

With contributions from: Richard Wollacott at Knights, Stephanie Ward at Street Marshall Solicitors and Notaries, Nicola Wilson and Emma Levio at Carr Richards, and Mike Leeman at Bell Lamb & Joynson. 

onboarding ebook contributors logos

What will you learn?
  • How digital onboarding supports compliance with CQS, SRA, and CLC regulations
  • The technology that is making a positive impact on firms and their clients
  • How to save up to 12 days during the onboarding process
  • How to promote consistency across your firm from the start of a transaction

Find out what other firms are using to give their digital onboarding experience the competitive edge; saving them time and improving the client experience.

Fill in the form to download your copy of the eBook.