Prospecting during the pandemic
Challenges with onboarding new clients
What have been the biggest challenges in onboarding new clients?
Restrictions on in-person meetings: 65%
Uncertainty regarding prospects’ own financial position: 37%
Disruptions to typical lead-generation efforts: 35%
Uncertainty regarding markets: 26%
Firm’s client-facing technology: 9%
Less support from back-office staff: 7%
Firm’s back-office technology: 6%