How to Empower Introducers with Onboarding Tools

In many financial institutions, introducers play a key role in bringing new clients — but their onboarding tools are often limited to email and PDFs. This slows down the process and leads to errors. Giving introducers the right tools can radically improve efficiency and compliance.

The Problem

Without proper tooling, introducers rely on outdated methods. They can’t track request status, update submissions, or collaborate effectively with relationship managers. This creates friction and duplicative work.

The Byrsa Solution

Byrsa offers a dedicated view and workflow for introducers. They can:

• Submit onboarding requests via dynamic forms

• Upload required documents based on templates

• View real-time status of requests

• Receive requests for additional info without email chains

Conclusion

By equipping introducers with the right tools, you speed up onboarding, reduce manual errors, and maintain a better client experience. Byrsa gives introducers everything they need — securely and efficiently.