Turn prospects into investors: The power of streamlined onboarding to drive conversions

Explore seamless onboarding with Agora. Boost conversions and drive success in this investing webinar. Learn more on WebinarCafe

Full Description

Turn prospects into investors

The power of streamlined onboarding to drive conversions

Simplify onboarding, reduce errors, and close deals faster. Join us to see how Agora’s Smart Questionnaire streamlines investor commitments and accelerates capital raising.

What’s on the agenda?

1. Turn prospects into committed investors

Learn how to eliminate friction in the onboarding process with an intuitive, guided experience that helps investors move from interest to commitment seamlessly.

2. Accelerate capital raising

Close deals faster by eliminating complicated onboarding processes and bottlenecks that slow down the subscription process.

3. Speed up investor commitments

Leverage pre-filled data, dynamic workflows, and streamlined e-signature capabilities to make the subscription process effortless for LPs while minimizing errors and revision needs.

4. Simplify collaboration across stakeholders

Enable RIAs, Broker Dealers, and Family Offices to work together seamlessly with bespoke workflows designed for complex investor structures.

5. See the Smart Questionnaire in action

Watch a live demo and explore real-world use cases showcasing how leading firms are using Smart Questionnaire to onboard investors faster and raise capital more efficiently.

Hosted by: Julia Benichou, Product Marketing Manager at Agora; Miles Hector, Solutions Engineer at Agora.