Partner webinar

This webinar has been planned and delivered in conjunction with one or more of our valued third-party partners. All such webinars are subject to our quality control procedures to ensure relevant learning objectives are set and met, alongside any product demonstration. A member of the 20:20 Innovation team will be joining the presentation, ensuring a lively and relevant dialogue.

Objectives

• Why your team SHOULD be assigning time to client onboarding
• What a world-class onboarding process looks like (and what can happen if you don’t have one in place!)
• How to onboard clients effectively, from proposal and engagement letter through to their necessary Anti-Money Laundering checks

Key topics

• The purpose of onboarding
• The problems associated with onboarding
• The importance of creating incredible experiences
• Real life examples (onboarding materials, videos)

Who should attend

Accountants & bookkeepers in the UK

Please note, as this is a partner webinar, by registering for this webinar your contact details will be shared with the 2020 "partner" for marketing purposes. Click here to view our privacy policy.