How To Streamline Client Onboarding To Impress Clients From Day One – Betterment – 1.31.23

December 17, 2020

Overview:

Title: How to streamline client onboarding to impress clients from day one

Date: Tuesday, January 31, 2023

Time: 1:00 PM Eastern Standard Time

Duration: 1 hour

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Summary:

On Demand Soon

Onboarding is a critical stage in the client’s lifecycle—and can make or break a practice’s retention strategy. As the client’s first impression of the firm, onboarding can set the tone for the rest of the relationship.

Consumer expectations for prompt, digital service continue to accelerate, and independent RIAs are now faced with examining how their technology partners may be helping or hurting their firm’s potential.

Join us for a conversation on how an uncomplicated, tech-enabled onboarding process can help advisors better meet evolving consumer expectations and deliver a quality client experience from day one.

Topics will include:

Limitations in traditional onboarding practices and the current technology landscape
How client onboarding can impact a firm’s future revenue potential
Actionable ways to eliminate friction in onboarding workflows, personalize the client experience, and start to nurture a loyal client base

Speakers:

Lauren Thomas (LT) Senior Product Manager Betterment for Advisors

Lauren (LT) Thomas is a senior product manager for Betterment for Advisors, a digital-first RIA custodian. LT is responsible for managing the overall success of the product by delivering features that address advisors’ needs while fulfilling broader business objectives. LT is based in Atlanta, GA and earned a bachelor’s degree in Industrial Engineering from the University of Michigan.

Devon Klumb Strategic Sales Manager Betterment for Advisors

Devon Klumb is dedicated to helping advisors scale their businesses, and currently works with advisors to implement the Betterment for Advisors platform. Devon has a deep understanding of an entrepreneur’s daily life in the RIA space and, having built his own practice using the Betterment platform, he has unique insight into the power of automation. Devon graduated from Ohio University with a B.S. in Engineering Technology & Management and lives in Cincinnati, OH.

Alison Considine Senior Sales Manager Betterment for Advisors

At Betterment, Alison Considine manages the team responsible for helping RIAs implement the Betterment for Advisors solution in their practices. She spent several years in private wealth management at Morgan Stanley prior to joining Betterment and is dedicated to helping advisors grow their businesses and provide a great client experience. Alison has a B.A. in Economics from Bowdoin College and lives in New York.