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Embedding Source of Funds and creating a winning journey for your client

Embedding Source of Funds procedures in your law firm – best practice, tips, guidance and strategies.

In this webinar Ben Mills is joined by Tom Lyes, Head of Legal at Armalytix and Senior Partner and Practice Manager David Carter at Essex law firm Nairnsey, Fisher and Lewis,  they delve and explore the key topic of source of funds and digital client onboarding.

This webinar covers:

  • Regulatory requirements around Source of Funds
  • The rise of open banking and consumer adoption
  • Helping both client and staff embrace Source of Funds checks
  • Creating effective communication with both staff and clients
  • Making the transition from manual to digital smooth and easy
  • Client feedback
  • How Minerva helps win new business through introducers and in your region

The importance of embracing technology in the legal sector to make efficient processes, enhance security, and improve client experiences is key, and leveraging solutions like Minerva and Armalytix, means that law firms can navigate regulatory challenges and win new business through secure and efficient client onboarding processes.

Book a demo to find out how your firm can make things safer, smoother, more secure and much more efficient with intelligent client onboarding.

Download your Source of Funds sample report here

Schedule a no-obligation demo or request more information

Minerva’s client onboarding solution blends seamlessly into law firms’ existing workflows to create great client experiences.

It would be great to talk with you about your firm’s current processes and how Minerva can help you onboard clients more efficiently.

You can book a time in my diary here.

Best wishes,
Ben

Ben Mills | Commercial Director
Email: ben.m@lawfirmservices.co.uk
Call: 01604 312146

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