DOC MGMT: established client segmentation and servicing that included a cloud based document sharing system with client accessibility
PROCESS: created new client onboarding process that maximized technology integrations with staff to reduce the workload and quickly on board clients
STAFF: function roles assessed to identify type of person for next hire
WEBSITE: hired new website vendor
CLIENT PORTAL: white labeled eMoney and providing clients 24/7 access to their financials
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