--- title: "Client Onboarding: Turn Obligation Into Opportunity" description: Like every other interaction with business these days, customers expect client onboarding and new account opening to be fast, efficient, and easy. Traditionally, onboarding in financial services has b image: https://resource.nexj.com/hubfs/Client_Onboarding_Turn_Obligation_Into_Opportunity-768x367-1.png --- [![nexj-white-blue](https://resource.nexj.com/hs-fs/hubfs/nexj-white-blue.png?width=140&name=nexj-white-blue.png "nexj-white-blue")](https://www.nexj.com) [Back to Corporate Website](https://www.nexj.com/) [TOPIC // Corporate Banking](https://resource.nexj.com/blog/tag/corporate-banking) # Client Onboarding: Turn Obligation Into Opportunity - - - Like every other interaction with business these days, customers expect [client onboarding](https://resource.nexj.com/products-solutions/customer-process-management/onboarding/) and new account opening to be [fast, efficient, and easy](https://resource.nexj.com/2016/09/01/business-is-about-customers-and-customers-have-changed/). Traditionally, onboarding in financial services has been a [paper-based process](https://resource.nexj.com/2016/05/13/mastering-customer-engagement-part-1/) not known for its efficiency. We’ve all had an experience that went something like this: “I need to ask you some questions …  Sorry, I need that information again to fill out another form … And another form … Now please sign here … and here … and here … Now, hang on while I get you a photocopy …” Assuming no errors and all the right forms, processing and account opening could happen within a few days. Any missing information meant another visit with the firm and another delay. And, unfortunately, it’s easy to miss a form or check the wrong box when complex compliance requirements like [Know Your Customer](https://resource.nexj.com/products-solutions/customer-process-management/know-your-customer-kyc/) and Anti-Money Laundering come into play. As financial services firms strategize on initiatives to ease the struggle of client onboarding, savvy firms are realizing they can not only provide the streamlined experience customers expect but actually *benefit* from the interaction. ***First, you need to digitize onboarding …*** Customers want their firm of choice to leverage any information they already have to anticipate their needs and streamline onboarding. Chances are, by the time onboarding occurs, [firms already have enough information](https://resource.nexj.com/2016/05/16/mastering-customer-engagement-part-2/) on file to know or anticipate a client’s needs and goals and to make recommendations. So why not use business process management and that information to select the right forms and prefill them? A [digital solution](https://resource.nexj.com/products-solutions/customer-process-management/) that delivers business process management capabilities integrated with CRM and back office data sources can pre-populate forms with any existing information, dynamically select the right forms in accordance with the data input, validate data input on the spot, leverage e-signature technology to obtain signatures, and submit forms into an approval workflow. It can also synchronize any new information with back office systems to ensure everyone is working from complete, up-to-date information. No need to repeat information, guess at the correct forms, or wait for days for approval. It doesn’t get faster, more efficient and easier than that. What more could your customers ask for? ***… then you need to enhance it*** But wait! What if you could take advantage of the onboarding meeting to gain the extra information you need to uncover new opportunities? Information about extended family, interests, and more … information that can be used throughout the relationship to: - Increase share of wallet and household - Deliver intelligent, proactive service - Develop trust and goodwill with the client - Foster warm leads and referrals - Improve the effectiveness of marketing and customer loyalty campaigns In today’s digital world, face-to-face interactions are few and far between. Onboarding is an excellent time to gather additional information and, with the digital process minimizing the amount of information you need to collect, it’s easy to slip in a few extra questions without impacting efficiency. By combining business process management’s automation with integrated CRM in a digital solution, firms can improve the customer experience, comply with regulatory requirements, and enrich the customer profile to increase share of wallet well into the future. To learn more about NexJ’s digital client onboarding solution, check out our [Client Onboarding page](https://resource.nexj.com/products-solutions/customer-process-management/onboarding/) or send a message. We’d love to hear from you. **Tags:** [Corporate Banking](https://resource.nexj.com/blog/tag/corporate-banking), [Commercial Banking](https://resource.nexj.com/blog/tag/commercial-banking), [Wealth Management](https://resource.nexj.com/blog/tag/wealth-management), [Private Banking](https://resource.nexj.com/blog/tag/private-banking), [Optimize Processes](https://resource.nexj.com/blog/tag/optimize-processes) Share: - - - PREVIOUS POST [Need to replace Siebel? 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In our experience, the opposite is true – when we talk with potential clients who are interested in the NexJ Integrated Advisor Desktop (IAD), what we hear is a lot about what doesn’t work for them. [Read Post](https://resource.nexj.com/blog/5-things-not-working-with-todays-wealth-management-crm) - - - ## [Wealth Management Priorities Discussed in New York](https://resource.nexj.com/blog/wam22) Having our finger on the pulse of the wealth management industry allows us to develop solutions that address the challenges firms, like yours, face. To that end, hearing from folks at firms like Charles Schwab, Merrill Lynch, Morgan Stanley, BNY Mellon and Raymond James among many others at the Aite Wealth and Asset Management Forum on November 9th provided valuable insights on the current challenges they face. [Read Post](https://resource.nexj.com/blog/wam22) - - - ## [Five Ways to Boost Your Advisor Productivity](https://resource.nexj.com/blog/five-ways-to-boost-your-advisor-productivity) Until advisors can clone themselves, the only path to growth for them – and the firms for which they work – is to get more done in the same amount of time. Technology is part of the answer, but how that technology is applied is even more important. [Read Post](https://resource.nexj.com/blog/five-ways-to-boost-your-advisor-productivity) Stay Informed ## subscribe **today** ![16](https://cdn2.hubspot.net/hub/5152923/hubfs/HP_Theme/images/16.jpg?width=3953&name=16.jpg "16") ![nexj-white](https://resource.nexj.com/hs-fs/hubfs/nexj-white.png?width=90&name=nexj-white.png "nexj-white") NexJ Systems, the pioneer of Intelligent Customer Management, is the trusted partner for CRM products by global financial services institutions due to their deep domain expertise, next-generation technology, strategic investment in innovation, and strong commitment to customer success. ## Industry Solutions - [CRM for Wealth Management](https://www.nexj.com/industry-solutions/wealth-management/) - [CRM for Private Banking](https://www.nexj.com/industry-solutions/private-banking/) - [CRM for Sales, Trading & Research](https://www.nexj.com/industry-solutions/sales-trading-and-research/) - [CRM for Commercial Banking](https://www.nexj.com/industry-solutions/commercial-banking/) - [CRM for Corporate Banking](https://www.nexj.com/industry-solutions/corporate-banking/) - [CRM for Insurance](https://www.nexj.com/industry-solutions/insurance/) ## Our Company - [About Us](https://www.nexj.com/company/about-nexj-systems/) - [Investor Relations](https://www.nexj.com/company/investor-relations/) - [Analyst Coverage](https://www.nexj.com/company/analyst-coverage/) - [Leadership](https://www.nexj.com/company/management-team-board-members/) - [Partners](https://www.nexj.com/company/partner-program/) - [Press Room](https://www.nexj.com/company/press-room/) ## Resource Center - [White Papers](https://www.nexj.com/resources/white-paper/) - [Analyst Reports](https://www.nexj.com/resources/industry-analyst-reports/) - [Brochures](https://www.nexj.com/resources/brochure/) - [Case Studies](https://www.nexj.com/resources/case-studies/) - [Videos](https://www.nexj.com/resources/video/) - [Webinars](https://www.nexj.com/resources/webinar/) ## Contact us [Info@nexj.com](mailto:Info@nexj.com) NexJ Systems Inc. 10 York Mills Road, Suite 700 Toronto, Ontario M2P 2G4 Canada P: +1 (416) 222-5611 F: +1 (416) 222-8623 - [Facebook](http://www.facebook.com) - [Twitter](http://www.twitter.com) - [Linkedin](http://www.linkedin.com) - [YouTube](https://www.youtube.com/user/nexjsystems/) #### Related CRM Topics for the Finance & Insurance Industry - [BPM Software](https://www.nexj.com/industry-solutions/topics/business-process-management-bpm-software/) - [Client Lifecycle Management](https://www.nexj.com/industry-solutions/topics/client-lifecycle-management/) - [Contact Centre CRM](https://www.nexj.com/industry-solutions/topics/contact-centre-crm-software/) - [Digital Engagement](https://www.nexj.com/industry-solutions/topics/digital-engagement/) - [Financial Advisor CRM](https://www.nexj.com/industry-solutions/topics/crm-for-financial-advisors/) - [Financial Services CRM](https://www.nexj.com/industry-solutions/topics/crm-for-financial-services/) - [Intelligent Customer Management](https://www.nexj.com/industry-solutions/intelligent-customer-management/) - [MiFID II Compliance](https://www.nexj.com/industry-solutions/topics/mifid-ii-compliance-for-wealth-management-and-private-banking/) - [Suitability & Appropriateness](https://www.nexj.com/industry-solutions/topics/suitability-and-appropriateness/) - [User Adoption for CRM](https://www.nexj.com/industry-solutions/topics/user-adoption-for-financial-services-crm/) Copyright © 2026 NexJ Systems Inc. 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