Symphony Blog

Posts by Chris Rodriguez

What to look for when choosing a client onboarding solution

You’ve closed a deal, time to celebrate! But wait - the hard work isn’t over. Now starts the complicated, often manual and time intensive process of onboarding: the process of bringing that new client into your business and building a plan with them. It seems straightforward, but once you get to the client questionnaire, data gathering, due diligence, and approval process, the black hole of inefficiency starts to emerge.

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