Webinar Recap: Create a Client Onboarding Process

In this session, we reviewed how to create an efficient process for onboarding new clients into the eMoney platform, including strategies for introducing the Client Portal and best practices for supporting their continued usage.

Additional resources:

• Preparing for Initial Client Meetings
• Presenting in Initial Client Meetings
• Client Portal Support
• Introducing Clients to the Mobile Site
• Webinar Recording: Introducing the Client Portal

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