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2 Ways to Guarantee, and Supercharge, Onboarding a New Client

18th Jun 2024
Brought to you by
Suralink logo

Suralink provides professional services firms with a single, secure platform to collaborate with clients, exchange documents at scale, and track the progress of engagements. 

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The value of an excellent client onboarding can hardly be understated. Customers in need of professional service providers across accounting, audit, legal, and more invest a great deal of time and money into finding the firm that can best meet them where they’re at. For the firms on the other side of that search, that means being meticulous and intentful about their capabilities and how they can ultimately make clients’ lives, engagements, and interactions easier. 

Here are two ways to ensure your own firm can do even more to meet those criteria and ensure a successful onboarding.

Method #1: Backing Up Listening with Capabilities

There’s something to be said for the power of listening, but if professionals can’t back that commitment up with tangible technological solutions, their firm might find the competitive landscape difficult. Fortunately, professionals can pre-empt this problem by being aware of what clients are looking for in a vendor’s capabilities.

The factor that persuades professional service clients the most is an engagement that’s as streamlined as possible. More specifically, potential clients in the United Kingdom and abroad want to cut down on one-on-one email threads, technology sprawl, and the time spent managing hundreds (if not thousands) of documents. Those desires span a wide palette of industries, which means that the firms that can deliver on them stand to gain (and retain) a lot of clientele.

Method #2: Elevating Engagements

Selling potential clients the moon is trivial; following up on those promises is less so.

For decades now, email threads, tech sprawl, and managing documents across multiple portals has been the paradigm professional services have become accustomed to. This idea of how to go about engagements is the norm, yes, but it also makes following up on pledges to make clients’ lives easier difficult.

The good news is that though this might be many firms’ idea of how engagements go, there are simpler and more elevated alternatives to consider. For starters, clients looking to follow up on a successful onboarding should go with a platform that consolidates all relevant documents and files in one location, rather than scattered across disparate portals and spreadsheets. Such a vendor should also be able to similarly consolidate communications in a place visible to every relevant stakeholder, avoiding the redundancies and pitfalls that come with more conventional methods.

Finally, this centralised platform should allow all stakeholders to be able to validate the status of documents and files in real time. “Centralisation” is truly the key theme here; the lack of it in the conventional engagement paradigm is what ends up holding so many engagements back. However, when firms can put all of their message threads, document storage, file format conversation, and more in one place, the end result is a massively streamlined experience. Indeed, some clients report cutting their time spent on engagements by as much as half with such an approach.

Better Engagements, Profound Onboardings

The end result of an engagement that leverages these capabilities is far greater than the sum of reduced tech sprawl, document management, and communication redundancies. Those are powerful, of course, but they ultimately enable a profoundly improved customer onboarding.

Vendors can promise customers a great deal when it comes to effective onboarding. But capabilities like these enable rapid adaptation and demonstrate to every stakeholder that such onboarding is worth completing. Pursuing a vendor that can deliver these capabilities for professional services and their clients is thus the best way to guarantee, and supercharge, onboarding a new client.

Click here to learn more about how Suralink, the world leader in PBC request list and engagement management technology, achieves these capabilities for audit, tax, and other professional service firms in the United Kingdom and beyond!

 

Author: The Suralink Team