Digital transformation of client onboarding process standard client hierarchy level
The purpose of this slide is to provide information regarding standard client hierarchy that can be followed by different teams in the organization.
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The purpose of this slide is to provide information regarding standard client hierarchy that can be followed by different teams in the organization. Present the topic in a bit more detail with this Digital Transformation Of Client Onboarding Process Standard Client Hierarchy Level. Use it as a tool for discussion and navigation on Parent Level, Group Level, Fund Level, Account Level, Subaccount Level. This template is free to edit as deemed fit for your organization. Therefore download it now.
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