The Modern Advisor’s Onboarding Playbook: Best Practices with OnBord + Wealthbox

Discover how advisors are transforming client onboarding into a streamlined, tech-enabled experience using OnBord and Wealthbox. In this best practices session, you’ll learn how digital data capture, CRM-driven insights, and automated processes come together to create an onboarding journey that’s fast, accurate, and client-friendly. Join OnBord and Wealthbox to explore proven techniques for simplifying workflows, reducing manual steps, and delivering an experience clients actually enjoy.

This webinar will cover:

1. Strategies for designing a seamless, digital-first onboarding flow with OnBord
2. Ways to use Wealthbox’s CRM + AI workspace to personalize client experiences from day one
3. Techniques for eliminating manual data entry and improving accuracy across your onboarding process
4. Approaches to connecting OnBord and Wealthbox to create a unified, automated onboarding system