The 4 Stages of Client Transition Automation
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The document outlines a digital solution for automating the assembly and approval of client packages, enhancing efficiency through features like form autofill, e-signatures, and real-time tracking. It aims to streamline the client and advisor agreement processes and provides integrated reporting for better insight and compliance. The solution addresses risk management and optimizes the four stages of client transition automation.
The 4 Stages of Client Transition Automation
- 1. Assembly Approval Activation Analytics Automate assembly and completion of client packages Digital client package assembly Form field autofill and validation Bulk client package distribution Digitize the approval process across all stakeholders Integrated hybrid e-signature Intelligent workflows Digital audit trail for risk and compliance Accelerate activation of client and advisor agreements Custodian agnostic digital account opening Digital processing and approval workflow Real-time transition tracking Integrated reporting Metrics and benchmarking Acquire 360-degree insight into transition process The 4 Stages of Client Transition Automation