CORPORATE CLIENT ONBOARDING

Welcome to the Modern Concierge community.

We’re so glad you’re here!

We can’t wait to start helping your clients free up time to do what matters most to them.

To get started, please fill out the questions below.

Please give us a brief overview of your company. This can include your core values, company mission, and company vision, etc.

How would you describe your company culture?

Are there any specific brands, experiences, or services that resonate strongly with your company and clients?

Can you describe the typical client profile that you will be offering Modern Concierge services to? (e.g., age range, interests, lifestyle preferences)

Do you require assistance in selecting ideal candidates for the Modern Concierge services?

Yes No Not Sure

How do you typically entertain or support your clients outside of Wealth Management services? (e.g., host annual client appreciation events, send annual appreciation gifts, etc.)

Do you require assistance in planning any events for your clients? If so, please tell us more about your vision for this event.

Who are the primary contacts at your organization that we should communicate with regarding your concierge service memberships? Please provide all contact information, including emails and phone numbers, and their title.

Do you send newsletters to your clients and at what frequency?

Are there any specific challenges or opportunities our concierge service could address?

Is there anything else about your company or clients that you feel is important for us to know?

CORPORATE CLIENT ONBOARDING

Welcome to the Modern Concierge community.

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