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Modern CRM integrated with a client onboarding platform to expedite data collection processes.
Overview
OnBord’s client onboarding tool revolutionizes the client onboarding process for wealth management firms by simplifying the collection, processing, and utilization of client data. With OnBord, advisors can collect important information directly from their clients and automatically pre-fill data within their CRM, account opening documents, and internal forms. When advisors use the integration between OnBord and Wealthbox, client information is collected within the OnBord platform and automatically synced with Wealthbox contact records—eliminating manual data entry and boosting efficiency. OnBord will also generate any onboarding-related tasks within Wealthbox.
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Blog post
“Our integration with Wealthbox underscores our commitment to empowering wealth management firms with cutting-edge technology. By seamlessly connecting our data gathering process with Wealthbox’s robust CRM platform, we’re enabling our clients to elevate their efficiency and focus on what truly matters – building meaningful relationships and delivering exceptional financial services.”
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