Latest / The Operator's Manual with Fexingo: Daily Decisions, Tactical Wins, and Business Execution
How One Brokerage Cut Client Onboarding to Four Hours
In this episode of The Operator's Manual, Lucas and Luna drill into a financial-services case that most firms treat as hopelessly tangled: client onboarding. A mid-sized brokerage realized that new accounts were taking eleven days on average, and the bottleneck wasn't compliance — it was the document checklist. They cut the list from twenty-two items to eight by removing every piece of paperwork that was 'nice to have' but not legally required. The result: onboarding time dropped to four hours, and the abandonment rate fell by half. Lucas walks through the exact process…
The skinny
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