A rise in client onboarding fuels demand for digitisation among advisers
17 July 2025
Financial advisers have more than doubled the number of clients onboarded each week over the past 12 months, according to Intelliflo. According to Intelliflo’s Advice Efficiency Survey 2025, the average firm onboarded 13 new clients each week, up from six in 2024. It marks a 116% rise in the number of clients onboarded year-on-year. To...
