Process Expertise

The Buzz

Efficient Technology made it easy for us to deploy an application that seamlessly...

Mitch Rodriguez
Fidelity Institutional Wealth Services
View More Testimonials

We went live in May 2005, and our users couldn't imagine living without the automated...

Darren Tedesco
Commonwealth Financial Services
View More Testimonials

Thanks to ETI we have completely automated how our advisors do business...

Brian Propes
NFP Securities, Inc.
View More Testimonials

The processing team was excited that the forms were legible and that the print was...

Debbie Uva
LPL Securities, Inc.
View More Testimonials

Quik! saved us many hours in manual labor by giving us the ability to systematically...

Sofia Estrada
View More Testimonials

I just want to say THANK YOU! for designing this system. I seem to fill out forms all...

Shannon Nies
Nies Group
View More Testimonials

Efficient Technology Inc turned what would have been a huge time consuming task into...

Linda Campbell
IPS Advisors, Inc.
View More Testimonials

I am so excited about your solution! It has given me a competitive edge and time to...

Robert A. Grier
Benefits Advice
View More Testimonials

We can not live without Quik! in our office. We are always filling out a form for...

Vicki Wailgum
SJI Financial Services
View More Testimonials

Thank you for understanding the challenges we face here. It's nice to have someone...

Shannon Condra
First Allied Securities, Inc.
View More Testimonials

The ETI Approach

  • Through a detailed process review, conducted with all key stakeholders, we identify the specific touch points that users will have as they move through the process.
  • We determine what is required to manage documents, routes, tasks, electronic signature requirements, collaboration, and users.
  • We determine what technologies will be utilized to ensure our solution integrates seamlessly into your existing business systems such as databases, archiving systems, and portals.
  • We help you define reasonable goals and expectations for a layered implementation.
  • We plot an efficient, cost-effective strategy with the necessary accountability to ensure success.
  • We're with you every step of the way from concept to implementation of your workflow automation initiative.


Contact Us!

Contact ETI today to learn more about how our workflow automation solutions can improve your bottom line.

New Account Onboarding

Be impressive with your first impression.

When you've earned the trust and respect of a new customer the process of enrolling them should reinforce their decision to do business with you. It is essential that the process of onboarding a new client or account be fast, smooth and error-free.

Be impressive with your first impression

This is particularly true in the financial industry where new accounts are most at risk for attrition in the first 60 days of the relationship. Couple this with the fact that 75% of all cross-sell activity occurs in the first 120 days and the value of efficient, painless onboarding becomes apparent.

ETI dramatically streamlines the onboarding process by leveraging a proprietary mix of tools and technology for automating all the forms, applications and documents involved. By carefully analyzing your process workflow, ETI can then deploy a best-practice solution that will allow efficient management, maximum reliability and full integration into your systems for seamless data sharing. Our onboarding process solutions routinely result in 95% fewer errors and rejections, and an all important positive first impression for your new customers.

To survive and thrive in today's economy, onboarding new accounts must be an accurate, efficient, and trouble-free process — your client relationship depends on it.