1fs Wealth — Onboarding
A guided onboarding to unlock maximum value.
An established process designed to meet your onboarding targets efficiently and realise your business goals.
Step 01
Client Success Specialist Introduced
Introductions are made to your dedicated support resource.
Step 02
Implementation Strategy Session
We define the implementation strategy best suited to your requirements and provide you with user access credentials (including username and 2FA).
Step 03
Data Upload
Through weekly onboarding progress reviews, we help you hit your onboarding goals efficiently and set you up for future success.
Step 04
Project Complete Meeting
Once the data upload is finished, we host a meeting to ensure you are in the best position to implement 1fs into your daily operations.
Step 05
Adoption Phase
Regular check-ins are scheduled to keep you updated of the latest platform upgrades and help you achieve your business goals.