Account onboarding

Conversions-implementations that sail smoothly.
Confidence and peace of mind replace frustration and anxiety.


Every implementation team member has worked extensively in servicing and operations—so they know the terrain, the challenges, the frustrations…and the solutions.

The team also possesses broad domestic and international experience in a variety of asset classes— including home improvement, solar, energy efficiency, and vacation ownership.

For the client team involved in implementation and onboarding, Concord provides a frictionless “passing of the baton” by handling the heavy lifting.

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