sa.global company logo
Contact us

Win more business! Create an efficient client and project intake process

Read time : 4 min

Download the PDF now

No process in a project-based business is more critical than the management of new clients. empower onboard, a part of the empower suite, helps these businesses streamline the process of onboarding a new client by making it easier to perform mandatory onboarding tasks such as checking credit worthiness, anti-money-laundering checks, conflict search, and assigning people to the new client/project.

With empower onboard, you can:

  • Create custom task templates with task lists
  • Assign tasks to multiple people in the organization
  • Get visibility into who is working on what task
  • Enable conflict check to identify possible conflicts of interest
  • Identify risks of working with a new client

Share: