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Go Paperless and Get These Nine Benefits
Changing to a paperless office has many benefits beyond just money savings. Learn 9 other benefits of going paperless.
Improve Client Onboarding for Banks With These Four Levels of Visibility
Just like how Donkey in “Shrek” was eager to arrive at the Far Far Away Kingdom, banking customers are eager to complete the onboarding process and use their banking services.
To quiet customer questions, banks need to have an efficient, transparent onboarding process. We encourage our partners to leverage enterprise content management tools that create four levels of visibility into the onboarding process so their customers don’t have to ask how much longer? or is the process done yet?
Onboarding Without Limits: Client Onboarding for Banking and Finance
What does it truly mean to onboard trust and wealth management clients without limitations? It means no rules or circumstances will restrict you or inhibit you from doing something. It means if you’re not limited by anything, then you have the freedom to do everything.