Inviting new clients to Telleroo

We want to make it as easy as possible for you to invite clients to Telleroo. Here's how we've improved our client onboarding flow:

We no longer ask you to provide shareholder information when inviting clients to Telleroo, this has reducing the number of steps in the invite client flow from 5 to 4.

We now ask for information on Power of Attorney in step 1 of the invite client flow, this reduces the amount of information we need to collect via email later and speeds everything up.