Legl: Building a Better Client Onboarding Process

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