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The Impact of Digitizing Client Onboarding in Wealth Management

Onboarding new investors often involves endless manual, paper-based processes that are tedious and error-prone. This results in "not in good order" documents and a negative first impression. Download this infographic to learn more. Discover how JIFFY.ai’s Investor Onboarding HyperApp streamlines the entire onboarding process for investors and advisors, making it easy for them to get up and running with your products and services faster.