Accelerate client onboarding through integration with InfoTrack and the Perfect Portal App
Effective integration can help firms save time, increase productivity, and enhance the client experience.
eCOS, InfoTrack’s award-winning electronic client onboarding solution, seamlessly integrates with Perfect Portal to digitise the entire client onboarding journey and streamline the processes required for onboarding a new client.
During this 45-minute webinar, discover how these two market-leading technologies speed up the return of information by accessing eCOS through an easy-to-use and fully branded mobile app for your firm.
We will be joined by leading law firm Gowen & Stevens to learn first-hand how their firm has benefited from the adoption of digital onboarding and the mobile app, and how they have reduced onboarding times from weeks to days.
Book your place today. https://us02web.zoom.us/webinar/register/9316492513959/WN_w4PWhczxSpW1UmA9IceXxg
