Organize for onboarding success

Challenge: 

 An Independent Broker/Dealer needed an objective assessment of their current onboarding processes and recommendations for preparing their organization for increased growth.

How we helped

Analyzed existing processes and staffing based on interviews with over 30 associates across its different types of onboarding and interviews with similar organizational leads in the industry

Recommended approach for organization structure, prioritization, and process improvements, based on projected target volumes. Included high level plan for implementation

Compiled backlog of process improvements to address efficiencies and staffing demands