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