Are you in a constant battle with a complex client onboarding? Is your team frustrated with lower client engagement during the onboarding process?
🚀 Discover streamlined onboarding with Clustdoc's webinar, unraveling each step of the journey.
Agenda:
-Seamless Client Invitations for submission
-Mobile-Friendly & Secure Portal
-Smart Progress Tracking & Assistance
-Empower Clients with Data Control