Time to Keep Your Clients

A recent study on account onboarding and the impact on the client experience was completed by the Aite Group:

Have You Lost Clients in Account Opening Process?

This study revealed that clients are being impacted by inefficient account opening processes and procedures. The impact of these inefficient processes and procedures can result in a lost client.

At Oakbrook, we believe that the account onboarding experience should be as seamless as possible, heavily integrated with the back-office systems and with the ability to be monitored by management. Today, the technology and expertise exists to create this seamless experience.  Push your service providers to solve this industry problem before it costs you a hard-fought client.

Contributing author: Craig Cook, President

September 24, 2012