New Account Set Up & Onboarding

Onboarding new clients presents challenges that can result in delays, take up resources, and create a poor customer experience.

New client onboarding can take months before accounts are actually funded. Forms require manual data entry and travel back and forth between the client and advisor for review and signature.
The advisor has to follow up with the client and the client often has to download, scan and email form back to the advisor, further delaying the process and consuming the client and the advisor's resources.

Risclarity's solves these issues by automating and streamlining the onboarding process.

Integrating with the your CRM (Salesforce, Practifi and others), Risclarity'S one-click solution will populate the required forms and create a workflow to obtain the client's e-signature.

Our solution removes the friction in this process resulting in a better client experience and quicker set up of new accounts.

A superior client onboarding experience for the advisor and the client.
Quicker funding of accounts allows firms to generate revenue much sooner.
Scalability – Fewer resources are required to enable firms to scale.
Transforms a process that can take months to complete, into one taking just days.

Realize additional benefits by combining our DataHub with Consulting Services and/or Operations Support Services.

Our consulting services can help you bring your systems and data together and help you optimize your models and workflows.

Risclarity’s Client Service team can improve the efficiency of your back office allowing your team to focus on higher value client facing tasks.

Get Started