Covered in this session:
A clear understanding of your engagement obligations
Simple steps to become and stay compliant
How Ignition can simplify the engagement process for your firm
Tips to deliver a standout client onboarding from day one
BONUS: How to streamline your billing and payment collection to save you admin time
Do you know what your obligations are? Are you looking to become and stay compliant? Then this session is for you.
Many firms treat client engagements as a "set and forget" process, unaware that they might be non-compliant. Addressing this issue often falls to the bottom of the priority list due to its complexity and perceived burden.
In this webinar, join Rebecca Mihalic and Oscar Salimnejad as they outline your obligations and demonstrate how you can easily leverage Ignition to streamline client engagements, ensure compliance, and simplify this essential task moving forward.
