Helping law firms deliver brilliant client onboarding in the digital age
The Onboarding Summit 2022
Sessions from legal industry experts including HM Land Registry, The Law Society, Amy Bell of Teal Compliance, and Rob Hailstone of Bold Legal Group cover the most pressing queries law firms face with client onboarding. Discover the technology solutions available and how to leverage them in your firm to reduce risk, increase productivity, and deliver exceptional client experiences in 2022.
Agenda at a glance
Scroll down for more detail on each session.
Welcome comments and introduction to The Onboarding Summit by Sam Jordan, COO at InfoTrack.
Digital Verifications: Understanding the Tech
Find out about the technology behind Digital Identity and Source of Funds verification as the experts guide us through what their tech really does and how it works.
Speakers: Roger De'Ath from TrueLayer and Ophelie Aymonier from GBG; hosted by Eliz Alkaner
Onboarding, Compliance and AML Explained
Covering the risks and opportunities digital onboarding represents for compliance. As well as what solicitors need to be aware of to ensure they're protecting themselves and their clients.
Speakers: Amy Bell of Teal Compliance and Paul Crilly of Pen Underwriting
Great Onboarding Experiences: Feedback from the Frontlines
Speaking to the customer support agents on the frontlines of helping clients use digital onboarding solutions. Hear their unique stories, insights and advice gathered from thousands of client interactions.
Panel interview and audience Q&A with Nuno Barbosa, Aliyah Oke and Holly Schneider from the eCOS Customer Support Team, hosted by Louise Edwardes
Upfront information: Accelerate client onboarding and grow your business
Engaging potential conveyancing clients early by partnering with estate agents is a big opportunity for solicitors. Industry changes are going to increase the importance of this channel. Experts discuss how to capitalise on the business opportunity and improve the client experience.
Speakers: Peter Rodd of The Law Society, James Munro of National Trading Standards, Simon Wilkinson of Propertymark, Rob Lawson of Perfect Portal
Integrating onboarding into your CMS
Onboarding is an opportunity to capture a great deal of information that will be critical to managing both your relationship with clients and the business you do together. Here we explore what's involved in integrating your onboarding technology with your CMS for maximum efficiency.
Speakers: Richard Wollacott of Knights Plc, Mike Leeman of Bell Lamb & Joynson, Cindy Westbrook of Gowen & Stevens, hosted by Rich Dibbins
Better onboarding: Case Studies with firms
Over the past couple of years digital onboarding has been embraced by law firms at a staggering rate. We'll hear from some of the solicitors that have been implementing these processes to understand their experience and benefit from their insights.
Speakers: Amy Church of Lucas & Wyllys, Julia Stygal from Taylor Rose MW, Bethan Howells of HPLC, Steven Van Der Poll of Chapter Law, hosted by Lisa Summerton
Digital onboarding: Where we are now and where we’re going
We're no longer discussing if you should be onboarding digitally, but how. What comes next? In this session, the experts share different perspectives on what's happening now and what's coming next that should inform your digital onboarding plans.
Speakers: Michael Abraham of HM Land Registry, Paul Crilly of Pen Underwriting, Rob Hailstone of Bold Legal Group, Paul Sams of Dutton Gregory, hosted by Sam Jordan
Thank you to all our wonderful presenters and guests delivered by Sam Jordan, COO at InfoTrack.