Acting as an extension of your team or as a registered implementation partner we will guide your newest clients through an efficient, effective and successful on-boarding process. Our white glove on-boarding services will give your newly established client one point of contact during the on-boarding process. Once on-boarding is completed we will work with your established support teams and process to ensure a smooth hand off to your operations and support teams.
Onboarding Models Supported
We will work with your newest clients as an independent implementation partner or branded as your firm. We also offer outsourced support post go live.