- Written by - Phil Cuming
For firms in finance and professional services, client onboarding has always been a critical step, just not always a smooth one.
Despite being the first real touchpoint in a client’s journey, onboarding is often hampered by back-and-forth emails, scattered tools, and manual checks. For regulated sectors like law, accountancy, or private wealth management, it’s even trickier.
KYC, AML, and GDPR are ever-shifting regulations that teams are expected to operate within, often with outdated processes.
Naturally, this often results in delays, client frustration, and lost revenue.
At Comnexa, we’ve seen this play out far too often, which is why we built a better way by combining Salesforce with ID-Pal, creating our Onboarding Accelerator.
Why Onboarding Still Trips Up So Many Firms
Fact: In many firms, onboarding still looks like it did ten years ago.
Clients fill out a PDF, scan their passports, send it via email, and then wait while compliance manually checks their details across three systems.
Meanwhile, internal teams scramble to track what’s been received, what’s missing, and who’s responsible.
That kind of process might tick a box, but it’s risky, time-consuming, and it certainly doesn’t set the tone for a modern client relationship where customers expect a slick, seamless onboarding experience.
And when regulations vary across jurisdictions, as they do for many of our clients, those inefficiencies multiply.
What’s Different Now: Salesforce + ID-Pal + Comnexa Onboarding Accelerator
We’ve brought everything together in one secure, mobile-first experience. Here’s how it works:
Step 1: The Client Experience
- The client receives a branded link via email or SMS.
- They scan their ID using their phone, front and back.
- A quick selfie matches the photo to the ID in real-time.
- They enter a few basic details and hit submit.
That’s it, onboarding completed in minutes, not days.
Step 2: The Internal Workflow
Once submitted, the data flows straight into Salesforce, where our Onboarding Accelerator takes over:
- Identity is verified using ID-Pal, which is fully compliant with KYC and AML standards across multiple regions.
- Pre-configured Salesforce Flows trigger the next steps: assigning tasks to compliance, kicking off risk assessments, generating branded documents.
- Action Plans track every step of the process, visible in real-time dashboards.
- Internal teams work from a single, centralised platform, with no need to chase updates or check spreadsheets.
All of this happens natively in Salesforce, whether you’re using Financial Services Cloud, Sales Cloud, or a custom org.
Include Watch Demo and link to demo
The Payoff
When onboarding is handled this smoothly, everyone benefits:
- Clients stay engaged because the process is quick, clear, and mobile-friendly.
- Compliance risks shrink thanks to automated checks, consistent data capture, and a complete audit trail.
- Teams stay aligned with shared dashboards showing exactly where each client sits in the pipeline.
- Revenue lands faster because onboarding no longer holds things up.
And for firms working across multiple jurisdictions, we configure the journey to align with region-specific regulations, so onboarding meets local requirements without adding complexity.
Why Comnexa?
We don’t do generic CRM implementations. Our team has deep roots in financial and professional services, and we specialise in building solutions that reflect how firms actually operate – from KYC to billing to cross-border compliance.
The Comnexa Onboarding Accelerator isn’t a theoretical tool. It’s live, proven, and fully customisable to your firm’s needs. And because it’s built on Salesforce, it scales as you grow.
We’re also a Salesforce Summit Partner, accredited in Financial Services Cloud, and consistently score top marks in CSAT.
Ready to Rethink Onboarding?
Let’s take the friction out of the first step in your client journey. Whether you’re a global law firm, a mid-sized accountancy practice, or a fast-growing investment firm, we’ll help you deliver an onboarding experience that’s compliant, efficient, and actually enjoyable.
📅Book a demo with us to know more about how the Onboarding Accelerator can change your organisation.
