Learn How To Build Your Fintech's Onboarding Team In 5 Days - For FREE
Ready to finally build a high-performing onboarding team?
My name is Manu Peral. During my time as Onboarding Team Lead at Alpha Group (LON: ALPH), we grew from 8 to 50+ employees, and increased monthly onboardings from <100 to >400, with 5000+ clients onboarded in less than 2 years. Now, I want to share everything I know with you. I'll help you avoid:
$1M+ System Migrations
Burnt-out KYC Analysts
Clients never wanting to hear from you again
Without wasting time on trial and error.
Want to make sure this FREE email course is “worth it” before you sign-up?
Here's everything that's inside:
Mistake #1: Not Hiring an Experienced Head of Onboarding (And The 5 Key Skills You Should Look For When Hiring One)Mistake #2: Investing in the Wrong Tech Stack (And My 4-Step Process To Avoid Costly Migrations And Audit Nightmares)Mistake #3: Not Setting Clear & Realistic SLAs (And My 6-Step Process To Set SLAs That Build Trust Instead Of Breaking It)Mistake #4: Increasing Headcount Before Improving The Process (And My Detailed 5-Step Process To Optimize Yours)Mistake #5: Not Prioritizing Communication (And How To Build Your Channels And Meetings To Avoid The Loss Of Information)
Let's go! The first lesson of The 1st Line Compliance Roadmap is on its way to your inbox.
Within the next minute or two, you're going to get an email from me (Manu Peral).This email contains instructions to get started with our 1st Line Compliance Roadmap, so be sure to check it out!But if you have any questions, don't hesitate to hit reply and let me know—I'll be happy to help! :-)Now go and check your inbox!
P.S. If you don't find the email in your inbox in the next couple of minutes, please check your spam folder...Chances are it ended up there.(Since I'm relatively new to sending emails to my list, sometimes the "email algorithms" think I'm a robot! 🤷🏻)