Introduction
Client onboarding in the wealth management industry is more than a routine process—it is the critical first step in establishing trust and lasting client relationships. Yet, many firms face daunting challenges: repetitive paperwork, data inaccuracies, compliance hurdles, and inefficient coordination between teams. As wealth management clients demand greater speed, transparency, and personalized service, firms must look beyond traditional systems to deliver a superior onboarding experience. This is where the integration of your wealth management CRM with Laserfiche’s workflow automation delivers transformative value.
