Hi!
I am currently researching ways that we can help to simplify your client onboarding process through automation.
If you are interested in providing some insight to this area and helping to define a solution I would love if you could help by completing the below survey.
Survey: Automating the Client Onboarding Process
Additionally, if you would prefer to arrange a meeting to discuss please feel free to email me directly at michelle.jenkyns@smokeball.com.au and we can arrange a time that works for you.
Looking forward to your valuable insights!