The onboarding process sets the tone for a client’s entire experience with your practice. A smooth, efficient, and engaging fact-finding process can build trust, increase completion rates, and ultimately lead to better client outcomes.
Many financial professionals still rely on outdated or cumbersome methods that frustrate clients and give rise to back-and-forth emails, follow-ups and a loss of interest in your services. This can lead to delays, missed opportunities, and even clients dropping off before they get started.
Lens transforms onboarding by providing a structured yet flexible digital fact find that guides clients through the process with ease. Customisable sections, real-time support, and smart notifications ensure clients complete their fact find without unnecessary friction. Plus, integrated AI features help professionals summarise key insights instantly.
A streamlined onboarding experience doesn’t just save time, it builds stronger client relationships from day one. First impressions matter, and with Lens, yours will be a great one.
