This video walks you through the full client onboarding process in your firm’s Back Office:
Import Contacts
Bring clients and prospects in from your CRM with all essential details mapped accurately.
Assign Experiences
Configure and assign tailored Experiences, including Resource Templates, Featured Resources, and Card Templates, to guide contacts through your firm’s app.
Configure Teams + Communications
Connect contacts to the right advisor or team for seamless support.
Launch Invitations
Send personalized SMS and email invitations to introduce contacts to your firm’s app experience.
Drive Engagement
Encourage contacts to log in and engage with assigned Campaigns, Resources, and content designed for their journey.