How to Simplify Client Onboarding with Mutual Fund Software for Distributors?
priyeshsing12
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priyeshsing12
Ongoing, First published Nov 06, 2023
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Client onboarding is a critical process for Mutual Fund Distributors (MFDs). However, the traditional approach involves mountains of paperwork, leading to missed opportunities, high operational costs, and time-consuming procedures. This makes it challenging for MFDs to provide a seamless onboarding experience for clients.
The Old Onboarding Hassles
The conventional method of client onboarding poses several challenges for MFDs. The need for physical paperwork, in-person meetings, and manual documentation not only discourages potential clients but also makes it challenging to scale operations effectively. The time and effort required for this approach hinder business growth.
The Cost Challenge
Beyond the operational hurdles, the traditional onboarding process comes with a significant financial burden. Printing forms, maintaining physical records, and ensuring the safe storage of documents added to the operational costs. This makes it difficult for MFDs to deliver a cost-effective and efficient client experience.
A Comprehensive Solution to Cut Operational Costs
RedVision Technologies understands the challenges MFDs face in client onboarding, and offers a comprehensive solution through their Mutual Fund Software for Distributors, with the feature - video KYC, making onboarding hassle-free and cost-effective. MFDs can embrace a paperless, efficient onboarding method that ensures compliance while reducing operational costs. This innovative approach allows for client onboarding through an online platform, accessible anytime, anywhere. With video KYC, there's no need to physically verify documents, and clients can easily submit scanned copies of their documents for quick verification.
Making Onboarding Easy
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Wendizzy's Writer Room

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In this book, you'll get a behind the scenes look at how your favorite characters were born, my creative process, and the dirty details never before revealed. Tex's Camp Q&A: Come sit by the fire and ask me whatever you'd like. We can roast marshmallows, tell scary stories, and hang out in the comments like a big, happy family. Gator's Backstage Pass: A place full of secrets. Learn the-sometimes embarrassing-details on how my wildest scenes came to life, facts about the characters, the process, and myself.

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