About this webinar:
When you win new clients, you have to onboard them correctly.
This requires an efficient, structured approach – from sending clients quotes to running AML checks and tracking jobs in your system.
So, how does IRIS help you?
This webinar demonstrates how IRIS Elements provides a streamlined, headache-free onboarding process.
Here’s what we cover:
- The importance of a defined onboarding process.
- How easy it is to add a client to IRIS Elements.
- How to send out a proposal using IRIS Elements.
- The power of IRIS Elements and its AML module.
- How you can keep track of tasks using IRIS Elements Practice Management
Speakers:
