Live Webinar
Best Practices
The Modern Onboarding Workflow: From First Contact to Funded Account
Tuesday, September 29, 2026 @ 2:00 PM ET
PRESENTED BY
+
ABOUT THIS WEBINAR
Client onboarding involves a lot of moving pieces, from gathering information and opening accounts to assigning tasks and keeping the process moving forward. When those steps are spread across forms, emails, spreadsheets, and other systems, it can create extra work for teams and make it harder to deliver a consistent experience.
Join OnBord and Wealthbox for a practical look at building a more connected onboarding workflow from first contact to funded account. We’ll explore how OnBord helps firms collect client information and sync that data into Wealthbox, automatically creating contacts and account-opening tasks so teams can spend less time on manual data entry and more time moving new relationships forward.
Join OnBord and Wealthbox for a practical look at building a more connected onboarding workflow from first contact to funded account. We’ll explore how OnBord helps firms collect client information and sync that data into Wealthbox, automatically creating contacts and account-opening tasks so teams can spend less time on manual data entry and more time moving new relationships forward.
WHAT WE'LL COVER
- 1 Build a more connected onboarding process from first contact to funded account
- 2 Collect client information efficiently with OnBord
- 3 Sync client data into Wealthbox to reduce manual data entry
- 4 Automatically create contacts and account-opening tasks to keep onboarding moving
- 5 Create a more consistent, scalable onboarding experience for clients and teams
SPEAKERS
Christian Kirchoff
Team Lead of Customer Success
Wealthbox
Nick Bernardo
CEO/Founder
OnBord
“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.”
