4 articles
Professional firms spend 15-25 hours per new client on onboarding. Most of that time is document chasing and data entry. Here is the automated alternative.
First impressions matter. Design a client onboarding process that sets expectations, builds trust, and reduces churn.
A wellness network marketing team streamlined their onboarding process with SCALA's NetworkOS, reducing dropout rates and accelerating new distributor productivity.
A mid-sized accounting firm in Zurich reduced client onboarding time by 85% with SCALA's PraxisOS digital intake and document management system.