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Client Onboarding for the Financial Service Industry - Infographic

by on Aug 23, 2013

  • 159 views

Financial service firms spend lots of time and money managing manual, labour intensive asset transfers and ensuring life-long client data accuracy through annual or “as required” updates. A ...

Financial service firms spend lots of time and money managing manual, labour intensive asset transfers and ensuring life-long client data accuracy through annual or “as required” updates. A comprehensive client onboarding system can automate these processes, cutting costs, increasing sales, and improving customer satisfaction levels. Check out this handy infographic to discover how a client onboarding platform can benefit core areas of your business like sales, operations, and compliance. Find out more at www.doxim.com.

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Client Onboarding for the Financial Service Industry - Infographic Client Onboarding for the Financial Service Industry - Infographic Document Transcript