Legl: Building a Better Client Onboarding Process

27th January 2022 at 11:30 am - Online

For firms who’ve always done client onboarding manually, it can be difficult to picture exactly what a digital workflow would look like – let alone how to start building one. In this webinar, find out how to create a best-in-class onboarding process for your firm.

You will learn how to optimise:

  • Document sharing
  • ID verification and CDD
  • KYC and AML monitoring
  • Billing and client payments