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Client onboarding with forms and processes webinar (December 22nd 2022)

This webinar explains how you can onboard your clients using forms and processes in FA. The webinar is structured around the following key points:

  • How can I import the onboarded clients' information?

  • What information can I share with my clients during their onboarding process?

  • How can I share this information during the process?

  • How can my clients' information be added to complete the onboarding?