You just brought in the perfect new client! Celebrate! Your firm has an awesome marketing team. Now, go get another one. Wait! Stop! There’s so much more to be considered when creating great onboarding experiences. And, marketers can help. This session digs into what and how to become your firm’s driver of best-in-class CX and client centricity. Defining the onboarding process, integrating brand, enhancing ease of doing business, empowering associate engagement and operationalizing success are some of the key components reviewed here to get you started.

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