PRA2411. Mastering Client Onboarding for Client Advisory Services

Join us for an exclusive session designed to equip you with practical insights and strategies to implement a standardized onboarding process seamlessly integrated with client advisory services. By the end of this session, participants will gain a comprehensive understanding of critical components, recognize the significance of assessing client readiness through effective discovery, and grasp the resource requirements essential for establishing a robust core product.

Learning Objectives:

• Recognize the significance of standardized onboarding
• Identify key components of client onboarding
• Apply effective discovery to explore client readiness
• Analyze resource requirements for a robust core product