Smartsheet for Financial Services Client Onboarding

Client onboarding for financial services is essential for operational efficiency and regulatory adherence, and ensures compliance with stringent regulatory requirements. Smartsheet helps get clients up to speed by collecting, verifying, and managing their information while ensuring adherence to regulatory standards. It helps manage education and onboarding sessions that position clients – and the institutions that serve them – for success.

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Accelerate, Collaborate, and Control

Smartsheet accelerates financial services onboarding by centralizing data, streamlining processes, and improving client collaboration. Enable faster execution, enhance efficiency, and improve customer satisfaction.

Bridge teams, align goals, manage relationships, deliver value

Accelerate processes

Streamline financial services onboarding with automated workflows and standardized processes. Reduce delays and errors while getting clients up and running, faster

Foster Collaboration

Enable seamless teamwork and transparency across departments and with clients by centralizing communication, task management, and data sharing. Get alignment and provide accountability throughout onboarding.

Drive operational control

Proactively monitor risks and identify challenges that could impact the client relationship and experience. Act early, ensure compliance, and deliver seamless, well-managed onboarding experiences.

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Challenge: Manual workflows, inconsistent task execution

Solution: Accelerate processes

  • Automated Workflows: Reduce errors and accelerate task completion. 
  • Standardized Onboarding: Define clear, repeatable workflows for onboarding tasks and then scale the methodology. 
  • Faster Client Activation: Eliminate bottlenecks and delays with real-time task management. 
  • Improved portfolio visibility: Reduce administrative burden and free up teams to focus on strategic priorities.
  • Scalability: Handle increasing onboarding volumes without sacrificing quality or speed.
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Challenge: Fragmented collaboration

Solution: Foster collaboration

  • Streamlined Communication: Give clients a cohesive onboarding experience. 
  • Cross-Functional Alignment: Improve transparency across teams for seamless hand-offs. 
  • Enhanced Client Trust: Provide clients with real-time updates and a collaborative environment. 
  • Improved Team Productivity: Centralize task management and create shared accountability. 
  • Faster Issue Resolution: Equip teams with tools to identify and address client concerns collaboratively.
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Challenge: Inconsistent customer experience

Solution: Drive operational control

  • Proactive Risk Mitigation: Monitor in real-time; resolve challenges before they escalate. 
  • Efficient Resource Management: Optimize resource allocation for timely task completion. 
  • Improved Compliance Assurance: Centralize documentation for clear audit trails to reduce regulatory risks. 
  • Enhanced Oversight: Equip leadership with tools to track milestones and progress. 
  • Informed Decision-Making: Leverage actionable insights and performance data.

Set the foundation for long-term client success

Smartsheet empowers financial institutions to transform their client onboarding process from a reactive, paper-based approach to a streamlined, technology-driven function. By automating key processes, centralizing data, and enhancing collaboration, Smartsheet helps financial institutions achieve efficiency, drive operational control, and strengthen relationships with clients.

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