Digital transformation of client onboarding process powerpoint presentation slides

Slide 1: This title slide introduces the Digital Transformation of the Client Onboarding Process. Add the name of your company here.
Slide 2: This slide contains the Table of Contents. It includes - Client Onboarding Overview, Client Onboarding Process, Workflow of Client Onboarding Process, etc.
Slide 3: This is a table of content slide showing the Client Onboarding Overview.
Slide 4: This slide presents the Client Onboarding Overview.
Slide 5: This slide presents the Client Onboarding Principles.
Slide 6: This slide presents the Current Statistics for Manual Client Onboarding Process.
Slide 7: This slide presents the Need of Client Onboarding Automation.
Slide 8: This slide presents the Assessment of the Firm’s Current Onboarding Capabilities.
Slide 9: This slide presents the Key Reasons for Automating Client Onboarding Process.
Slide 10: This is a table of content slide showing the Client Onboarding Process.
Slide 11: This slide presents the Client Onboarding Process (1/3). It provides information regarding the steps in the client onboarding process.
Slide 12: This slide presents the Client Onboarding Process (2/3). It provides a glimpse of the steps involved in the client onboarding process.
Slide 13: This slide presents the Client Onboarding Process (3/3). It provides information regarding the steps in the client onboarding process.
Slide 14: This slide presents the Requisites for Client Account Opening Process.
Slide 15: This slide presents the KYC AML Onboarding Process (1/2). It provides a glimpse about the KYC AML Onboarding Process which clients screening by verifying their information.
Slide 16: This slide presents the KYC AML Onboarding Process (2/2). It provides information regarding KYC AML Onboarding Process which clients screening by verifying their information.
Slide 17: This slide presents the Digital Customer Identification.
Slide 18: This slide presents the Biometrics Process for Customer Identification.
Slide 19: This slide presents the Blockchain Technology for KYC Utilities (1/2). It provides a glimpse of blockchain technology to set up KYC utilities.
Slide 20: This slide presents the Blockchain Technology for KYC Utilities (2/2). It provides information regarding blockchain technology to set up KYC utilities for centralized verification and identification.
Slide 21: This is a table of content slide showing the Workflow of the Client Onboarding Process.
Slide 22: This slide presents the Workflow of Client Onboarding Process.
Slide 23: This slide presents the Standard Client Hierarchy.
Slide 24: This slide presents the Timeline of the Client Onboarding Process (1/2). It provides information on the client onboarding process timeline with key activities that takes place.
Slide 25: This slide presents the Timeline of the Client Onboarding Process (2/2). It provides a glimpse of the client onboarding process timeline with key activities to take place.
Slide 26: This is a table of content slide showing the Pain Points in Client Onboarding.
Slide 27: This slide presents the Pain Points in Client Onboarding. It provides a glimpse of the bottlenecks that a firm faces that increases risk and cost.
Slide 28: This slide presents the Pain Points In Client Onboarding – Firm’s Perspective.
Slide 29: This slide presents the Pain Points in Client Onboarding – Client’s Perspective.
Slide 30: This is a table of content slide showing the Document Management System.
Slide 31: This slide presents the Entitlement Matrix.
Slide 32: This slide presents the Document Requirement List.
Slide 33: This is a table of content slide showing the Client Onboarding Dashboard.
Slide 34: This slide presents the Client Onboarding Dashboard (1/3). It provides a glimpse of the client onboarding dashboard which will determine the performance of the client onboarding process.
Slide 35: This slide presents the Client Onboarding Dashboard (2/3). It provides information regarding the client onboarding dashboard which will determine the performance of the client onboarding process.
Slide 36: This slide presents the Client Onboarding Dashboard (3/3). It provides a glimpse of the client onboarding dashboard which will determine the performance of the client onboarding process.
Slide 37: This is a table of content slide showing the New Client Onboarding Process Checklist.
Slide 38: This slide presents the New Client Onboarding Process Checklist. It provides information regarding the checklist that will check the progress of the onboarding process of new clients.
Slide 39: This is a table of content slide showing the End-to-End Governance.
Slide 40: This slide presents End-to-End Governance. It provides a glimpse regarding the end-to-end governance in the onboarding process.
Slide 41: This is a table of content slide showing the Case Study.
Slide 42: This slide presents the Case Study. It presents a case study of a firm that increased its customer retention rate and ultimately reduced transaction time with the safer onboarding process.
Slide 43: This is the Icons Slide for Digital Transformation of Client Onboarding Process.
Slide 44: This slide presents the Additional Slides.
Slide 45: This slide presents the Client Onboarding Tools for Effective Marketing (cross/up-sell).
Slide 46: This is a slide with a 30 60 90 Days Plan to set goals for these important intervals.
Slide 47: This slide presents the Buyers Persona.
Slide 48: This slide contains the information about the company aka the ‘About Us’ section. This includes the Value Clients, the Target Audience, and Premium Services.
Slide 49: This slide provides the Mission for the entire company. This includes the vision, the mission, and the goal.
Slide 50: This slide shows the members of the company team with their name, designation, and photo.
Slide 51: This slide presents the Comparison between the percentages of users of various social media.
Slide 52: This slide is a Roadmap template to showcase the stages of a project, for example.
Slide 53: This slide is a Timeline template to showcase the progress of the steps of a project with time.
Slide 54: This is a Thank You slide where details such as the address, contact number, email address are added.