Simplifying client onboarding with the Karbon and Summa Tech integration
Is your client onboarding process as seamless and efficient as it could be?
In this video, Dave Bashford demonstrates how the Karbon and Summa Tech integration is transforming onboarding for large firms, enabling you to deliver a streamlined and efficient client experience.
You'll learn about how this is a strategic move to remove internal bottlenecks and optimise resources, as well as:
The power of having a single source of truth for client information and interactions.
How the Karbon and Summa Tech integration simplifies complex onboarding processes, saving time and effort.
Why leveraging this integration reduces costs in managing client onboarding and frees up higher fee earners to focus on critical projects.
This is your opportunity to revolutionise your onboarding process and elevate your firm’s efficiency and client satisfaction.
