michael.pendergrass
Acronym
OnBord
Product ID
OnBord
Logo
Description
A simple, secure tool that creates a seamless onboarding experience for both client and staff.
Images
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Details
- OnBord uses a text-based platform to guide the new client through each step of the onboarding process. If preferable, desktop completion is also available.
- The platform integrates directly with RedTail and DocuSign to allow client information to flow into necessary places in one simple step.
- OnBord sends your client automated reminders to help finalize the completion process.
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Details
- The user interface is extremely simple to use both through mobile devices and desktops. It is connected to google API to reduce NIGO rates significantly.
- None of the client’s private information is stored on the platform, so all information flows directly into advisor CRM and DocuSign accounts.
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Details
- Every firm receives its own white-labeled platform, so everything your client receives has your own firm logo attached.
- Setting up your firm’s profile is simple, and every one of our clients is offered an individualized call to set up your OnBord platform.
Features
A simple, secure tool that creates a seamless onboarding experience for both client and staff:
- Designed by FA’s for Fa’s to improve the client onboarding experience.
- Improve efficiency, revenue, client experience & retention.
- Critical info integrates directly into CRM and Schwab forms.
Vendors
Management Style
Schwab Products