Streamline client onboarding through the power of integration

Tuesday, Sept 7 @ 11:00 AM

Effective integration can help firms save time, increase productivity, and enhance client experience throughout a transaction. eCOS from InfoTrack’s seamless integration with Perfect Portal and LEAP digitises the entire client onboarding journey, providing a digital solution to the processes required for onboarding new clients.

Mimi Oladapo, Senior Product Specialist at InfoTrack, will be joined by Rob Lawson, Senior Sales Executive at Perfect Portal, and Craig Taylor, Director of Relationship Development at LEAP. During this 45-minute webinar, our speakers will demonstrate how these three different software work together to provide your clients with an unrivalled digital onboarding experience for every transaction type.

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