Webinar: Digital Client Onboarding via your Branded App
Thursday, January 28th @11:30am
Join us for this 30 min webinar to learn how you can onboard your clients quickly via your firm’s branded mobile app and online platform.
Key features covered:
- e-Signature for client care letters
- Verification of identity (VOI)
- Verification of funds (VOF)
- Digital onboarding questionnaires
- Law Society protocol forms
- Payment on account
- Client reviews
During this webinar, we will also be covering the new app interface design options and other features of the app that can help you exceed client expectations.
We know everyone is quite busy with the Stamp Duty holiday, this is why the webinar will be only 30mins with Q&A at the end.
If you cannot make the time, then register anyway and we will send you the recording afterwards.Register Now