What you do:

• Work with our transitions team to ensure all paperwork is completed and submitted

How we help:

• Meet regularly to review progress
• Provide detailed reports via our migration tracker to help you monitor the progress on individual client accounts
• Coordinate with Transitions Champion to complete all the necessary paperwork and ensure a smooth onboarding experience
• Train and support your team as required
• Liaise with third parties to help streamline the transition process