Header NAM Onboarding

Infographic: Onboarding journey

How smooth is your client onboarding?

Given the increasingly comprehensive and strict legislation and regulation, a logical reflex within organisations is to add even more people to the onboarding, screening and evaluation process. Even more eyes will be watching, and even more hands put to work to consider applications, accept or reject requests for funds and assess clients. But is this the answer? More hands means a longer process, and could frustrate your potential clients.

What will you learn from our infographic?

  • How many more fines and penalties have been handed out in 2020 compared to 2019
  • How firms view client onboarding
  • How much profits increase when the customer defection rate is reducted
  • And much more…

Download the Infographic

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