Streamlining Client Onboarding and Record Management

Managing client onboarding and records can be a challenging task. It often involves tracking down clients to get questions answered, collecting documents, and scheduling status updates. 

But what if there were a more efficient way?

Making Use of Microsoft 365

We’ve utilized Microsoft 365 subscriptions to automate many aspects of records management, from collecting information to archiving files for completed projects and purging old records for our clients.

Examples of Automated Solutions

Let’s look at some solutions we’ve created for our clients. 

In a financial advisory firm, when a new client comes on board, Microsoft 365 automatically creates a folder for them. This folder contains subfolders for each step of the onboarding process and templated questionnaires for the client to fill out.

In another scenario, we’ve designed e-forms sent to customers before their first intake meeting. This ensures all necessary information is collected in advance.

We’ve also configured Power Platform’s portal to capture customer information and provide them with updates. This keeps customers informed throughout the process.

The key technology components we used are Power Automate, SharePoint, and PowerApps/Pages. We configured Microsoft 365 Security features to protect the solution, including Identity Management and Data Loss Prevention.

The Outcome

These solutions helped speed up client onboarding, improve accuracy, and facilitate collaboration between teams and clients. By making these processes more efficient, you, too, can improve your clients’ onboarding experience and allow your team to focus on their core tasks.

Ready to streamline your client onboarding process? 

Contact us today to learn how our tailored solutions can empower your clients and free up your team to focus on what they do best.