WEALTH MANAGEMENT ONBOARDING


Create wow moments for your customers at “hello.” 

Did you know that less than 50% of high net worth individuals are fully comfortable with the fees they pay to their wealth management firm?*

And many are willing to take their business elsewhere for a better customer experience, which we all know starts with first impressions. That’s why companies like Mercer Advisors are using TaskRay to provide an impeccable onboarding experience for their clients.

*Source: 2017 World Wealth Report

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“Since we started using TaskRay to execute our new client experience, we’ve seen a 20 percent increase in client retention.”

LOREN PIERSON, Mercer Advisors


ON PLATFORM


METRICS-DRIVEN


SCALEABLE


Just a few of our happy wealth management customers.


Avoid the three biggest mistakes in customer onboarding.