Lead Management & Client Onboarding Tracking and responding to new inquiries from website, email, or social media
Lead Management & Client Onboarding Sending welcome emails and onboarding instructions to new clients
Lead Management & Client Onboarding Seamless integration with CRM for new lead entry and status updates
Lead Management & Client Onboarding Collecting digital signatures on onboarding and regulatory documents
Lead Management & Client Onboarding Automatic KYC (Know Your Customer) document collection and verification
Lead Management & Client Onboarding Automated collection of client information through secure web forms
Financial Planning & Client Reporting Sending risk assessment questionnaires and collecting responses
Financial Planning & Client Reporting Sending automated notifications of market changes impacting portfolios