Hello,

Are you encountering challenges in client onboarding and seeking a more efficient approach?

Envision the clarity and control similar to a pilot's heads-up display, where vital information is readily accessible. This level of simplicity and efficiency is what we aim to bring to your client onboarding process.

We are thrilled to invite you to our complimentary 30-minute webinar, designed specifically to transform your approach to client onboarding.

Discover the capabilities of FibreCRM in managing critical aspects such as:

• Tracking engagement letters yet to be returned.
• Identifying clients who haven't submitted their ID documents.
• Monitoring clients who still need a risk assessment.
• Overseeing the list of necessary approvals.

Our goal is to help you offer a more streamlined and professional service to your clients, with all your onboarding data consolidated in a single, easy-to-use dashboard.

Don't let this chance to refine your practice slip away. With limited spots available, we encourage you to register now and secure your place.