TL;DR: Client onboarding is a critical touch point in the client-firm relationship. Many firms struggle with outdated or disjointed tools, leading to inefficiencies and missed… Read More »Missed Opportunities in Onboarding? Here’s How Fetch Forms Fill the Gap!
“Join us for an insightful webinar on June 15, 2023, at 10:30 AM (AEDT) as we explore how Seamlss can revolutionize your client onboarding and re-engagement process. We’ll be joined by Clayton Wood, Founder of Seamlss, to discuss enhancing the onboarding experience, the importance of re-engagement, and how Seamlss integrates smoothly with other apps for effective client lifecycle management. Don’t miss this opportunity to streamline your processes and improve client relationships
