Current and future road maps offer that gathering, validating, and processing new customer data will be more streamlined. Onboarding new customers is central and critical to the growth of a wealth firm. Current and future roadmaps offer that gathering, validating, and processing new customer data will be more streamlined. Add in RegBI. What do you have? Onboarding providers are structurally evolving in thinking with their technology to support account opening with improved workflow capabilities. We see innovative thinking coming to help the customer experience while supplying wealth firms with the data they need and more. What innovation do you see? What pitfalls are there? How is your firm wrapping its arms around elevating/streamlining the onboarding process? How are you making sure suitability is reviewed? What is/has surprised you? How is your work elevating/enhancing the experience of the advisor, customer, and home office?