Client Onboarding

Cheesy Corporate Lingo CheesyCorporateLingo.com 21 March 2014

 

(1).  What they used to just call “account opening”.  It’s still just “account opening”.

 

“So, I reached out to our client onboarding team today to see when we should expect the account to be open.  They asked us for a few missing things, which I was hoping you could get from the client.  Let’s see: birth certificate … mother’s maiden name … and … umm … urine sample.  That should do it.  Thanks a bunch!”