Client Onboarding Experience

Alpha were engaged to support a global advisor in its objective of ideating and defining a future-proof and innovating client onboarding experience.

Alpha collaborated with the team to understand the challenges faced by colleagues and clients, and barriers to client retention and engagement throughout the existing journey, to determine the important aspects of the future client onboarding experience.

Bringing experience from across the market, Alpha designed a future-state client onboarding journey proposition, creating new blueprints for the client journey, defining the lower-level detail on each journey step and considering plans for implementation to achieve prompt success with high impact for the business and clients.

Client Outcomes

• Review of existing journeys
• Future-state proposition
• Implementation plans for optimising journey