Discover what makes for a brilliant digital client onboarding process for law firms. From the best technology to understanding how it supports compliance, accuracy, and speed, the Law Firm's Guide to Great Digital Onboarding is a must-read.
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.
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.
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