At Futureform, we understand that delivering an exceptional onboarding experience is the key to building strong, lasting client relationships. That’s why we’ve extended Salesforce Financial Services Cloud to streamline and personalise the onboarding process, making it simpler and faster for both clients and advisors.
Our solution leverages the power of Salesforce to automate and optimise every step of the onboarding journey, reducing manual work and ensuring a smooth experience for both clients and advisors.
Key Capabilities and Benefits:
- Seamless Client Registration: Clients can easily register their interest through a simple online form, initiating the onboarding process instantly. This reduces friction and provides a quick start to the client journey.
- Automated Workflows and Action Plans: Salesforce generates personalized action plans and tasks automatically, ensuring that every step of the onboarding process is clear and actionable for both clients and advisors. This automation saves time and reduces the risk of errors.
- Secure Client Portal Access: Clients are provided with access to a secure online portal where they can track their progress, complete tasks, and upload required documents—all in one place. This transparency enhances client satisfaction and engagement.
- Mobile-Friendly Document Collection: Our solution allows clients to upload documents and complete assessments directly from their mobile devices. This convenience improves the client experience by making it easy for them to provide the necessary information anytime, anywhere.
- Advisor Efficiency: Advisors can review client information, documents, and progress all within Salesforce. This centralised approach allows advisors to spend more time on providing personalised advice rather than managing administrative tasks.
- Enhanced Client Experience: By providing a guided, transparent onboarding journey, clients feel more in control and supported throughout the process. This helps build trust and strengthen client relationships from the very beginning.
With Futureform’s enhanced onboarding solution, financial firms can transform what was once a cumbersome and fragmented process into a streamlined, client-centric experience. By reducing manual tasks and leveraging automation, both advisors and clients benefit from a faster, more personalised onboarding journey.
Ready to Simplify Your Onboarding?
If you’re looking to elevate your client experience and make onboarding smoother for both your clients and advisors, reach out to us today. Contact us
