Make that first impression count

A client-centric approach to onboarding for happier clients and employees

Harvinder Bhatia

Harvinder Bhatia

Principal, Advisory, Financial Services Solutions, KPMG US

+1 414-339-3811

Michael C Harper

Michael C Harper

Advisory Managing Director, Platforms, KPMG US

+1 973-912-6785

Daisy Tung

Daisy Tung

Partner, Advisory, C&O Financial Services, KPMG US

+1 212-954-4184

In a digital age, the need to ensure a positive onboarding experience for clients and advisers is more important than ever. A well-designed onboarding process results in happier clients. Firms and advisers are also happier when the onboarding experience can support faster revenue recognition, cross-selling, and client retention. Best of all, efficient onboarding can help give advisers more time to do what they do best—serving their clients.

KPMG taps into our deep understanding of the people, processes, technology and data involved in the onboarding process to help clients identify key differentiators that they want to include in products and processes, and then align those expectations to their unique, organizational culture. KPMG has created a reference architecture that is highly customizable and tightly integrated across the engagement cycle. Additionally, KPMG combines Unqork's flexible composable architecture and pre-built Marketplace templates with tested methodologies, industry knowledge, templates and digital tools designed to enhance the delivery process for application development. This can help improve the quality of the discovery and requirements-gathering phase so teams can focus sooner on execution and reduce the time required for configuration.

Learn more about how KPMG and Unqork can help you create distinctive client onboarding experiences while increasing the productivity of your employees.

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