Client Onboarding & Engagement | Navigating Complexity with Confidence

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'c-sticky-cta--show' : '')" @scroll.window="atTop = window.pageYOffset < 500"> </div> <div class="page-main-content js-page-height"> <section class="b-pagehero " id=""> <div class="b-pagehero__aside"> <img loading="eager" src="/media/qaeklkkj/solutions-adv-client-onboarding-engagement.jpg?v=1da707f06b1e410" style="object-position:50% 50%;"> </div> <div class="container"> <div class="b-pagehero__wrapper"> <div class="b-pagehero__content"> <h1 class="b-hero__headline">Streamline your onboarding process and engage your clients</h1> <div class="b-pagehero__text c-richtext"> <p>Reduce time spent manually onboarding clients with FE Onboard, and create a seamless and secure experience for both you and your clients.</p> </div> <div class="c-buttongroup"> <a href="#" class="c-button c-button--primary" data-modal="06f49945-8493-4798-be42-191f8fee0179" x-data="modal"> Speak to an expert <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> <div id="06f49945-8493-4798-be42-191f8fee0179" class="modal"> <div class="modal__dialog"> <div class="modal__content"> <div class="modal__header "> <button type="button" class="close-modal"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M18 6L6 18M6 6L18 18" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </button> </div> <div class="modal__body"> <div class="block image-block"> <img src="/media/01zp2v45/adviser-1.svg?quality=90&v=1da8663024aed00" alt="Get in touch and we'll get back to you shortly" class="" width="760" height="126" loading="lazy" /> </div> <div class="c-block c-embed " id=""> <div class="container"> <div class="grid"> <div class="col-span-12 md:col-span-6 lg:col-span-7"> <div class="c-intro"> </div> </div> <div class="col-span-12 c-form md:col-span-6 lg:col-span-5" > <script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/embed/v2.js"></script> <script> hbspt.forms.create({ region: "na1", portalId: "445778", formId: "8a15e2eb-b2ee-4ca3-80e2-e6879d73ad1d", sfdcCampaignId: "701R5000005FImaIAG" }); </script> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </section><section class="c-block c-block--gray b-features" id=""> <div class="container"> <div class="grid gap-y-16"> <div class="col-span-12 md:col-span-6"> <div class="c-intro"> <p class="c-intro__label">FEATURES & BENEFITS</p> <h2 class="c-intro__headline"> A solution for both you and your clients </h2> <div class="c-intro__text"> <div class="c-richtext"> <p>Save time and improve client engagement with FE Onboard. Utilising a secure digital portal in your advice process not only benefits you but also improves the client experience, supporting better outcomes.</p> <p>With industry standard AES-256 encryption, our Portal is bank-level secure, allowing you and your clients to communicate and share information with confidence.</p> </div> </div> <div class="c-buttongroup mt-10"> <a href="#" class="c-button c-button--primary" data-modal="793b23de-bf13-4e18-897a-f65dbb4dd2d6" x-data="modal"> Speak to an expert <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> <div id="793b23de-bf13-4e18-897a-f65dbb4dd2d6" class="modal"> <div class="modal__dialog"> <div class="modal__content"> <div class="modal__header "> <button type="button" class="close-modal"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M18 6L6 18M6 6L18 18" stroke="currentcolor" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </button> </div> <div class="modal__body"> <div class="block image-block"> <img src="/media/01zp2v45/adviser-1.svg?quality=90&v=1da8663024aed00" alt="Get in touch and we'll get back to you shortly" class="" width="760" height="126" loading="lazy" /> </div> <div class="c-block c-embed " id=""> <div class="container"> <div class="grid"> <div class="col-span-12 md:col-span-6 lg:col-span-7"> <div class="c-intro"> </div> </div> <div class="col-span-12 c-form md:col-span-6 lg:col-span-5" > <script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/embed/v2.js"></script> <script> hbspt.forms.create({ region: "na1", portalId: "445778", formId: "8a15e2eb-b2ee-4ca3-80e2-e6879d73ad1d", sfdcCampaignId: "701R5000005FImaIAG" }); </script> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="col-span-12 md:col-span-6"> <ul class="b-features__list"> <li class="b-features__item" data-fadein> <div class="b-features__item-icon"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M16 21V19.8C16 18.1198 16 17.2798 15.673 16.638C15.3854 16.0735 14.9265 15.6146 14.362 15.327C13.7202 15 12.8802 15 11.2 15H6.8C5.11984 15 4.27976 15 3.63803 15.327C3.07354 15.6146 2.6146 16.0735 2.32698 16.638C2 17.2798 2 18.1198 2 19.8V21M16 6L18 8L22 4M12.5 7.5C12.5 9.433 10.933 11 9 11C7.067 11 5.5 9.433 5.5 7.5C5.5 5.567 7.067 4 9 4C10.933 4 12.5 5.567 12.5 7.5Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Enhanced client experience</h3> <div class="c-richtext b-features__item-text"> <p>A secure Portal makes it easy for you to digitally onboard clients of all ages, and 94% say completing a digital fact find is far easier than a traditional paper version.</p> </div> </div> </li> <li class="b-features__item" data-fadein> <div class="b-features__item-icon"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M6.09436 11.2288C6.03221 10.8282 5.99996 10.4179 5.99996 10C5.99996 5.58172 9.60525 2 14.0526 2C18.4999 2 22.1052 5.58172 22.1052 10C22.1052 10.9981 21.9213 11.9535 21.5852 12.8345C21.5154 13.0175 21.4804 13.109 21.4646 13.1804C21.4489 13.2512 21.4428 13.301 21.4411 13.3735C21.4394 13.4466 21.4493 13.5272 21.4692 13.6883L21.8717 16.9585C21.9153 17.3125 21.9371 17.4895 21.8782 17.6182C21.8266 17.731 21.735 17.8205 21.6211 17.8695C21.4911 17.9254 21.3146 17.8995 20.9617 17.8478L17.7765 17.3809C17.6101 17.3565 17.527 17.3443 17.4512 17.3448C17.3763 17.3452 17.3245 17.3507 17.2511 17.3661C17.177 17.3817 17.0823 17.4172 16.893 17.4881C16.0097 17.819 15.0524 18 14.0526 18C13.6344 18 13.2237 17.9683 12.8227 17.9073M7.63158 22C10.5965 22 13 19.5376 13 16.5C13 13.4624 10.5965 11 7.63158 11C4.66668 11 2.26316 13.4624 2.26316 16.5C2.26316 17.1106 2.36028 17.6979 2.53955 18.2467C2.61533 18.4787 2.65322 18.5947 2.66566 18.6739C2.67864 18.7567 2.68091 18.8031 2.67608 18.8867C2.67145 18.9668 2.65141 19.0573 2.61134 19.2383L2 22L4.9948 21.591C5.15827 21.5687 5.24 21.5575 5.31137 21.558C5.38652 21.5585 5.42641 21.5626 5.50011 21.5773C5.5701 21.5912 5.67416 21.6279 5.88227 21.7014C6.43059 21.8949 7.01911 22 7.63158 22Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Transform client engagement</h3> <div class="c-richtext b-features__item-text"> <p>Clients today expect to be digitally engaged, and 90% prefer to complete tasks remotely, at a time and place convenient to them and on a device which they prefer.</p> </div> </div> </li> <li class="b-features__item" data-fadein> <div class="b-features__item-icon"> <svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M21 10H3M16 2V6M8 2V6M9 16L11 18L15.5 13.5M7.8 22H16.2C17.8802 22 18.7202 22 19.362 21.673C19.9265 21.3854 20.3854 20.9265 20.673 20.362C21 19.7202 21 18.8802 21 17.2V8.8C21 7.11984 21 6.27976 20.673 5.63803C20.3854 5.07354 19.9265 4.6146 19.362 4.32698C18.7202 4 17.8802 4 16.2 4H7.8C6.11984 4 5.27976 4 4.63803 4.32698C4.07354 4.6146 3.6146 5.07354 3.32698 5.63803C3 6.27976 3 7.11984 3 8.8V17.2C3 18.8802 3 19.7202 3.32698 20.362C3.6146 20.9265 4.07354 21.3854 4.63803 21.673C5.27976 22 6.11984 22 7.8 22Z" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round"/> </svg> </div> <div> <h3 class="b-features__item-headline">Become more efficient</h3> <div class="c-richtext b-features__item-text"> <p>Not only will you save time, but 83% of clients believe they also save time completing a digital fact find when compared to filling out a traditional paper version.</p> </div> </div> </li> </ul> </div> </div> </div> </section><section class="c-block b-solutions" id=""> <div class="container"> <div class="c-intro c-intro--centered"> <h2 class="c-intro__headline">How we support you </h2> </div> <div class="mt-8 md:mt-16" x-data="tabs"> <select class="b-solutions__select" x-model="active"> <option value="0"> FE Onboard </option> </select> <div class="b-solutions__tabs"> <button class="b-solutions__tab" x-on:click="setActive(0)" x-bind:class="active == 0 && 'active'"> FE Onboard </button> </div> <div class="b-solutions__content" x-show="active == 0"> <div class="grid gap-y-12"> <div class="col-span-12 lg:col-span-5"> <h3 class="b-solutions__content-headline">FE Onboard</h3> <div class="c-richtext b-solutions__content-text mt-6"> <p>A secure Portal not only saves you time by bringing an end to manual onboarding tasks, but is the key to unlocking a more engaging and much more efficient process.</p> </div> <div class="c-buttongroup mt-8"> <a href="/products/financial-advisers/fe-onboard" target="_blank" class="c-button c-button--primary" > Discover more <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> <div class="col-span-12 lg:col-span-6 lg:col-start-7"> <ul class="b-solutions__list"> <li>Collect client data remotely</li> <li>Communicate securely</li> <li>Reduce manual rekeying</li> <li>Seamlessly send data to your back-office</li> </ul> </div> </div> </div> </div> </div> </section> <section class="c-block b-testimonial" id=""> <div class="container"> <div class="c-intro c-intro--centered"> <p class="c-intro__label">WHAT OUR CLIENTS SAY</p> <h2 class="c-intro__headline">How we're helping advice firms enhance their efficiency</h2> </div> <div class="mt-10 md:mt-12"> <div class="b-testimonial__wrapper"> <div class="b-testimonial__content" x-data="carousel"> <div x-ref="content"> <div class="b-testimonial__content-quote" style=""> <div class="b-testimonial__content-quote-icon"> <svg viewBox="0 0 43 36" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M33.66 35.4C30.82 35.4 28.54 34.3 26.82 32.1C25.14 29.9 24.3 27.1 24.3 23.7C24.3 18.74 25.5 14.26 27.9 10.26C30.3 6.22 33.72 2.8 38.16 0L40.74 3.66001C38.34 5.46 36.4 7.38 34.92 9.42C33.44 11.42 32.7 13.18 32.7 14.7C32.7 16.06 33.18 17.12 34.14 17.88C35.14 18.6 36.3 19.28 37.62 19.92C38.94 20.56 40.08 21.4 41.04 22.44C42.04 23.44 42.54 24.92 42.54 26.88C42.54 29.32 41.7 31.36 40.02 33C38.34 34.6 36.22 35.4 33.66 35.4ZM9.36 35.4C6.52 35.4 4.24 34.3 2.52 32.1C0.84 29.9 0 27.1 0 23.7C0 18.74 1.2 14.26 3.6 10.26C6 6.22 9.42 2.8 13.86 0L16.38 3.66001C14.02 5.46 12.08 7.38 10.56 9.42C9.08 11.42 8.34 13.18 8.34 14.7C8.34 16.06 8.84 17.12 9.84 17.88C10.84 18.6 11.98 19.28 13.26 19.92C14.58 20.56 15.74 21.4 16.74 22.44C17.74 23.44 18.24 24.92 18.24 26.88C18.24 29.32 17.4 31.36 15.72 33C14.04 34.6 11.92 35.4 9.36 35.4Z" fill="white" /> </svg> </div> <p class="b-testimonial__content-quote-text"> I am a big fan of FE CashCalc and the efficiencies it brings. It is a great feeling having the app and getting a notification that another new client has onboarded themselves. Work smarter not harder! </p> <div class="c-avatar "> <div class="c-avatar__image"> <img loading="lazy" src="/media/badbpf0x/celtic-3.png" alt="Celtic (3)"> </div> <div> <p class="c-avatar__name">Robert Lewis</p> <p class="c-avatar__info">Celtic Financial Planning</p> </div> </div> </div> <div class="b-testimonial__content-quote" style="visibility: hidden;opacity: 0;"> <div class="b-testimonial__content-quote-icon"> <svg viewBox="0 0 43 36" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M33.66 35.4C30.82 35.4 28.54 34.3 26.82 32.1C25.14 29.9 24.3 27.1 24.3 23.7C24.3 18.74 25.5 14.26 27.9 10.26C30.3 6.22 33.72 2.8 38.16 0L40.74 3.66001C38.34 5.46 36.4 7.38 34.92 9.42C33.44 11.42 32.7 13.18 32.7 14.7C32.7 16.06 33.18 17.12 34.14 17.88C35.14 18.6 36.3 19.28 37.62 19.92C38.94 20.56 40.08 21.4 41.04 22.44C42.04 23.44 42.54 24.92 42.54 26.88C42.54 29.32 41.7 31.36 40.02 33C38.34 34.6 36.22 35.4 33.66 35.4ZM9.36 35.4C6.52 35.4 4.24 34.3 2.52 32.1C0.84 29.9 0 27.1 0 23.7C0 18.74 1.2 14.26 3.6 10.26C6 6.22 9.42 2.8 13.86 0L16.38 3.66001C14.02 5.46 12.08 7.38 10.56 9.42C9.08 11.42 8.34 13.18 8.34 14.7C8.34 16.06 8.84 17.12 9.84 17.88C10.84 18.6 11.98 19.28 13.26 19.92C14.58 20.56 15.74 21.4 16.74 22.44C17.74 23.44 18.24 24.92 18.24 26.88C18.24 29.32 17.4 31.36 15.72 33C14.04 34.6 11.92 35.4 9.36 35.4Z" fill="white" /> </svg> </div> <p class="b-testimonial__content-quote-text"> Only through lockdown did I eagerly take up the use of online fact-finding. So pleased I did - clients complete it when it suits them, and my experience is that you get more information than a face-to-face notes session. It is customisable too!
 </p> <div class="c-avatar "> <div class="c-avatar__image"> <img loading="lazy" src="/media/2cghavo1/christensen.png" alt="Christison & Rowland 1"> </div> <div> <p class="c-avatar__name">Neil Rowland</p> <p class="c-avatar__info">Christison & Rowland IFA</p> </div> </div> </div> <div class="b-testimonial__content-quote" style="visibility: hidden;opacity: 0;"> <div class="b-testimonial__content-quote-icon"> <svg viewBox="0 0 43 36" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M33.66 35.4C30.82 35.4 28.54 34.3 26.82 32.1C25.14 29.9 24.3 27.1 24.3 23.7C24.3 18.74 25.5 14.26 27.9 10.26C30.3 6.22 33.72 2.8 38.16 0L40.74 3.66001C38.34 5.46 36.4 7.38 34.92 9.42C33.44 11.42 32.7 13.18 32.7 14.7C32.7 16.06 33.18 17.12 34.14 17.88C35.14 18.6 36.3 19.28 37.62 19.92C38.94 20.56 40.08 21.4 41.04 22.44C42.04 23.44 42.54 24.92 42.54 26.88C42.54 29.32 41.7 31.36 40.02 33C38.34 34.6 36.22 35.4 33.66 35.4ZM9.36 35.4C6.52 35.4 4.24 34.3 2.52 32.1C0.84 29.9 0 27.1 0 23.7C0 18.74 1.2 14.26 3.6 10.26C6 6.22 9.42 2.8 13.86 0L16.38 3.66001C14.02 5.46 12.08 7.38 10.56 9.42C9.08 11.42 8.34 13.18 8.34 14.7C8.34 16.06 8.84 17.12 9.84 17.88C10.84 18.6 11.98 19.28 13.26 19.92C14.58 20.56 15.74 21.4 16.74 22.44C17.74 23.44 18.24 24.92 18.24 26.88C18.24 29.32 17.4 31.36 15.72 33C14.04 34.6 11.92 35.4 9.36 35.4Z" fill="white" /> </svg> </div> <p class="b-testimonial__content-quote-text"> I have recently started using the secure Portal app and have been very impressed with its look and ease of use. I find the Secure Messaging function particularly useful for client communication and I would recommend any adviser who subscribes to download the app and give it a go! </p> <div class="c-avatar "> <div> <p class="c-avatar__name">Alasdair Coutts-Britton</p> <p class="c-avatar__info">Better World Financial Planning</p> </div> </div> </div> </div> <div class="c-controls b-testimonial__controls"> <button class="c-controls__prev" x-on:click="prev()"> <svg viewBox="0 0 40 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M36.8055 9.99989H3.19434M3.19434 9.99989L9.99989 16.8054M3.19434 9.99989L9.99989 3.19434" stroke="white" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> <span x-html="String(active + 1).padStart(2, '0')">01</span> </button> <div class="c-controls__timeline"> <div class="c-controls__timeline-scrubber" x-ref="scrubber"></div> </div> <button class="c-controls__next" x-on:click="next()"> <span>03</span> <svg viewBox="0 0 40 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M3.19455 9.99989H36.8057M36.8057 9.99989L30.0001 16.8054M36.8057 9.99989L30.0001 3.19434" stroke="white" stroke-width="1.66667" stroke-linecap="round" stroke-linejoin="round" /> </svg> </button> </div> </div> <div class="b-testimonial__aside"> <div class="b-testimonial__aside-media"> <img loading="lazy" src="/media/dunpplly/social-proof-image-3-664x639.jpg?v=1da8b612a9c5cf0" style="object-position:50% 50%;" alt="Social Proof Image 3 664X639"> </div> <div class="b-testimonial__aside-action"> </div> </div> </div> </div> </div> </section> <section class="c-block b-textandimage" id=""> <div class="container"> <div class="grid grid-flow-dense items-center gap-y-10"> <div class="col-span-12 lg:col-span-6 lg:col-start-7"> <div class="b-textandimage__image"> <img loading="lazy" src="/media/carnbklc/content-image-1-894x827.jpg?v=1da8b5d32d6ac80" style="object-position:50% 50%;" alt="Content Image 1 894X827"> </div> </div> <div class="col-span-12 lg:col-span-5 lg:col-start-1"> <div class="c-intro"> <p class="c-intro__label">FEATURED INSIGHT</p> <h2 class="c-intro__headline">Consumer Duty Price and Value: How to comply using Nexus for Financial Advisers</h2> </div> <div class="c-richtext mt-10"> <p>Discover how the Nexus for Financial Advisers can support you in meeting the Price and Value outcome using digital onboarding, cashflow modelling, powerful calculators and financial planning tools, and whole of market investment data.</p> </div> <div class="c-buttongroup mt-10"> <a href="/insights/consumer-duty-price-and-value-outcome-how-to-comply-using-the-financial-advice-hub" target="_blank" class="c-button c-button--outline-primary" > Read now <span class="c-button__icon"> <svg viewBox="0 0 20 20" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M4.16699 9.99984H15.8337M15.8337 9.99984L10.0003 4.1665M15.8337 9.99984L10.0003 15.8332" stroke="#685BC8" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" /> </svg> </span> </a> </div> </div> </div> </div> </section> <section class="b-cta c-block " id=""> <div class="container"> <div class="b-cta__content"> <ul class="b-cta__faces "> <li data-popout> <img loading="lazy" src="/media/j4wl2t1o/josh-robertson-headshot.png?width=150&v=1da810b5ea2c580" alt="Josh Robertson Headshot (1)" style="object-position:50% 50%;"> </li> <li data-popout> <img loading="lazy" src="/media/ovjajyd1/mohammed-barake-headshot.png?width=150&v=1da810beffa42b0" alt="Mohammed Barake Headshot" style="object-position:50% 50%;"> </li> </ul> <h2 class="b-cta__headline">Still have questions?</h2> <div class="c-richtext b-cta__text"> Can鈥檛 find the answer you鈥檙e looking for? 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