The first UKLTA online forum took place last week, where our expert panel shared their top tips for Remote Client Onboarding, as well as more general advice on bringing new technology into your firm.
For firms considering how to digitise their client onboarding process, our law panel members Sarah Blair (Thorntons), Rachael Hodge (PM Property Lawyers), Austin Blackburn (Nash & Co) and Chris Walker (Gorvins Solicitors) gave clear explanations of how they have done it, and are now using technology within their practices to enhance client experience, whilst also driving efficiency and cost savings.
The knowledge shared by our panelists provides a blueprint for other firms considering how remote client onboarding can be implemented successfully, whilst also covering some of the tech they have found useful.
Our panel also included several technology providers in the remote onboarding space – Robyn Weatherley (Thirdfort), Laura Bosworth (Amiqus) and Rob Hosier (inCase) – who shared their experiences of helping firms of all shapes and sizes to digitise their onboarding customer journey.
The recording of the event is available online here for the next seven days – so catch it while you can! Our next panel “Client Communication & Confidentiality” takes place this Thursday at 5pm and you can book your place here.