Client Onboarding – Pro
The Leading Digital
Onboarding Solution
A Better Experience for Your Clients. Faster Revenue Growth for You.
Empower your team to drive more business by making new account opening easier, faster and with fewer errors – all while keeping your staff productive within their current tool (CRM or portal).
Innovative and dynamic onboarding and account management experience is embedded within your existing technology. Advisors and clients can work simultaneously on onboarding questionnaires to ensure that forms are completed quickly and accurately. With the ability to work with multi-custodian scenarios, Nest Wealth Pro is the only solution you need to meet all of your onboarding and account opening requirements.
Benefits of Client Onboarding – Pro
What To Expect From Client Onboarding – Pro
Improve Client Satisfaction
With a fully digital cloud-based platform, you will have the tools required to deliver a seamless user experience.
- Collaborate with your clients on client onboarding, account opening and funding forms in real-time.
- Offer clients a fully digital investor experience with 24 / 7 access to investments and account performance.
- Monitor client actions in real-time to proactively prepare for and service additional requests.
Increase Time With Clients
Minimize the time, effort and resources devoted to commoditized manual processes by leveraging a digital wealth platform that integrates within your current workflow.
- Reduce your account opening times and errors with a fully digital onboarding process.
- Implement automated workflows that work with your current operations.
- Minimize regulatory risk with built-in compliance roles.
- Gain daily actionable insights to improve operations with centralized data
Faster Revenue Growth
Empower your business to grow revenue with the operational efficiencies gained from a digital wealth onboarding solution embedded directly in your existing technology. Plus, advisors will enjoy more time to take on additional business.
- Significantly reduce NIGOs & shorten the time to funding.
- Streamline account opening with fully digital onboarding that integrates with your current workflows and custodian(s).
- Provide more value by identifying cross-sell and up-sell opportunities based on client activities and data.
- Monitor operations with advanced reporting tools to identify areas that need improvement
- Set up triggered events that nurture your clients throughout the funding process.
Choose The Experience That Suits You Best
Client Onboarding Pro is embedded within your portal, it looks and feels like your organization, including your corporate branding visual standards.
If your advisors spend most of their time within your own advisor portal, then Pro is for you. Pro is branded to look and feel like your existing portal. With API integrations, your advisors never have to leave your portal, creating a seamless experience.
Pro For CRM is embedded within your CRM, it maintains the same look and feel that you are used to.
If your advisors spend most of their time in a leading CRM solution, such as Salesforce, then Pro for CRM is the best choice. Our CRM solution provides a unified advisor experience within your CRM throughout the entire onboarding, account funding, KYC, and book transfer processes. No training or onboarding is required.
Client Onboarding - Pro is designed to work wherever your staff spends their time today, whether that is your own portal or your CRM.
Both options reduce manual effort and applications not-in-good-order (NIGOs) to improve the advisor and client experience, ensuring forms are completed quickly and accurately. Ultimately, Pro makes work easier by being where your advisors are in their workflow.
Unleash Your Digital Potential,
Ask for More Information about
Client Onboarding
To learn more information or request a demo please fill out the form below and our team will be in touch in 1-2 business days.