7 Best Practices for New Client Onboarding

Presented by

Join Wealthbox and Docupace for a previously recorded live webinar to learn best practices for new client onboarding. This webinar will cover:

  1. How advisors use digital tools and automation to expedite administrative processes and drive more meaningful interactions with clients.
  2. How advisors can apply a “human touch” approach when it comes to winning new business.
  3. How advisors use clear communication strategies to keep clients involved and on track throughout the onboarding process.
  4. How CRM data and workflows can power a seamless process for new client onboarding.


Ryan George

Chief Marketing Officer


Chris Kopanski

Sr. Product Specialist


“The Wealthbox integration with Docupace streamlines the account opening process and improves back-office operations to help advisors become efficient and grow their business.”

Jomin Bishop

VP of Sales at Wealthbox

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