{"id":7095,"date":"2022-04-12T17:34:20","date_gmt":"2022-04-12T17:34:20","guid":{"rendered":"https:\/\/www.ewmglobal.com\/site\/?page_id=7095"},"modified":"2024-07-18T14:22:39","modified_gmt":"2024-07-18T14:22:39","slug":"client-onboarding","status":"publish","type":"page","link":"https:\/\/www.ewmglobal.com\/site\/client-onboarding\/","title":{"rendered":"Client Onboarding"},"content":{"rendered":"\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t
<\/div>\n\t\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Client Onboarding<\/span><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tRequest a Demo<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t

Our team acts as a partner for our clients to promote Best Practice<\/strong> and to help maximize the efficiency<\/strong> of administration. Combined with our innovative<\/strong> technology, EWM Global helps our clients to onboard the best version<\/strong> of their plan data.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Onboarding\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t

EWM Global\u2019s unique platform is designed to organize complex plan history into a convenient array of data visualizations and reports. The final product makes data readily accessible, easy to update, maintain <\/strong>and control <\/strong>and appealing<\/strong> to both client admins and plan participants.<\/p>

Our team possesses a wealth of industry knowledge and works hand in hand with clients to understand and to transpose data into the EWM platform. \u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t
<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t
Our Thinking<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Services Overview<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t<\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t
<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t
Solutions<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Account Management<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t<\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Client Onboarding Request a Demo Our team acts as a partner for our clients to promote Best Practice and to help maximize the efficiency of administration. Combined with our innovative technology, EWM Global helps our clients to onboard the best version of their plan data.\u00a0 EWM Global\u2019s unique platform is designed to organize complex plan […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"0","ocean_second_sidebar":"0","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"0","ocean_custom_header_template":"0","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"0","ocean_menu_typo_font_family":"0","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"on","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"0","footnotes":""},"class_list":["post-7095","page","type-page","status-publish","hentry","entry"],"yoast_head":"\nClient Onboarding - EWM Global<\/title>\n<meta name=\"description\" content=\"Optimize client onboarding with EWM's expert team and technology using plan data integration, visualizations, and easy-to-update reports.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.ewmglobal.com\/site\/client-onboarding\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client Onboarding - EWM Global\" \/>\n<meta property=\"og:description\" content=\"Optimize client onboarding with EWM's expert team and technology using plan data integration, visualizations, and easy-to-update reports.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.ewmglobal.com\/site\/client-onboarding\/\" \/>\n<meta property=\"og:site_name\" content=\"EWM Global\" \/>\n<meta property=\"article:modified_time\" content=\"2024-07-18T14:22:39+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2022\/10\/Client-onboarding-image-overview-page-Smaller-version-1024x702.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/client-onboarding\\\/\",\"url\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/client-onboarding\\\/\",\"name\":\"Client Onboarding - EWM Global\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/client-onboarding\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/client-onboarding\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Client-onboarding-image-overview-page-Smaller-version-1024x702.png\",\"datePublished\":\"2022-04-12T17:34:20+00:00\",\"dateModified\":\"2024-07-18T14:22:39+00:00\",\"description\":\"Optimize client onboarding with EWM's expert team and technology using plan data integration, visualizations, and easy-to-update reports.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/client-onboarding\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/client-onboarding\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/client-onboarding\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Client-onboarding-image-overview-page-Smaller-version.png\",\"contentUrl\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Client-onboarding-image-overview-page-Smaller-version.png\",\"width\":1039,\"height\":712,\"caption\":\"Onboarding\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/client-onboarding\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Client Onboarding\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/#website\",\"url\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/\",\"name\":\"EWM Global\",\"description\":\"Incentive Plan Administration\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/#organization\",\"name\":\"EWM Global\",\"url\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/wp-content\\\/uploads\\\/2025\\\/04\\\/cropped-EWM-Global-TMF-Logo-Light-White-Writing-Mid-Res.png\",\"contentUrl\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/wp-content\\\/uploads\\\/2025\\\/04\\\/cropped-EWM-Global-TMF-Logo-Light-White-Writing-Mid-Res.png\",\"width\":1201,\"height\":721,\"caption\":\"EWM Global\"},\"image\":{\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/#\\\/schema\\\/logo\\\/image\\\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Client Onboarding - EWM Global","description":"Optimize client onboarding with EWM's expert team and technology using plan data integration, visualizations, and easy-to-update reports.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.ewmglobal.com\/site\/client-onboarding\/","og_locale":"en_US","og_type":"article","og_title":"Client Onboarding - EWM Global","og_description":"Optimize client onboarding with EWM's expert team and technology using plan data integration, visualizations, and easy-to-update reports.","og_url":"https:\/\/www.ewmglobal.com\/site\/client-onboarding\/","og_site_name":"EWM Global","article_modified_time":"2024-07-18T14:22:39+00:00","og_image":[{"url":"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2022\/10\/Client-onboarding-image-overview-page-Smaller-version-1024x702.png","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.ewmglobal.com\/site\/client-onboarding\/","url":"https:\/\/www.ewmglobal.com\/site\/client-onboarding\/","name":"Client Onboarding - EWM Global","isPartOf":{"@id":"https:\/\/www.ewmglobal.com\/site\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.ewmglobal.com\/site\/client-onboarding\/#primaryimage"},"image":{"@id":"https:\/\/www.ewmglobal.com\/site\/client-onboarding\/#primaryimage"},"thumbnailUrl":"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2022\/10\/Client-onboarding-image-overview-page-Smaller-version-1024x702.png","datePublished":"2022-04-12T17:34:20+00:00","dateModified":"2024-07-18T14:22:39+00:00","description":"Optimize client onboarding with EWM's expert team and technology using plan data integration, visualizations, and easy-to-update reports.","breadcrumb":{"@id":"https:\/\/www.ewmglobal.com\/site\/client-onboarding\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.ewmglobal.com\/site\/client-onboarding\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.ewmglobal.com\/site\/client-onboarding\/#primaryimage","url":"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2022\/10\/Client-onboarding-image-overview-page-Smaller-version.png","contentUrl":"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2022\/10\/Client-onboarding-image-overview-page-Smaller-version.png","width":1039,"height":712,"caption":"Onboarding"},{"@type":"BreadcrumbList","@id":"https:\/\/www.ewmglobal.com\/site\/client-onboarding\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.ewmglobal.com\/site\/"},{"@type":"ListItem","position":2,"name":"Client Onboarding"}]},{"@type":"WebSite","@id":"https:\/\/www.ewmglobal.com\/site\/#website","url":"https:\/\/www.ewmglobal.com\/site\/","name":"EWM Global","description":"Incentive Plan Administration","publisher":{"@id":"https:\/\/www.ewmglobal.com\/site\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.ewmglobal.com\/site\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.ewmglobal.com\/site\/#organization","name":"EWM Global","url":"https:\/\/www.ewmglobal.com\/site\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.ewmglobal.com\/site\/#\/schema\/logo\/image\/","url":"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2025\/04\/cropped-EWM-Global-TMF-Logo-Light-White-Writing-Mid-Res.png","contentUrl":"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2025\/04\/cropped-EWM-Global-TMF-Logo-Light-White-Writing-Mid-Res.png","width":1201,"height":721,"caption":"EWM Global"},"image":{"@id":"https:\/\/www.ewmglobal.com\/site\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/www.ewmglobal.com\/site\/wp-json\/wp\/v2\/pages\/7095","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ewmglobal.com\/site\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.ewmglobal.com\/site\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.ewmglobal.com\/site\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ewmglobal.com\/site\/wp-json\/wp\/v2\/comments?post=7095"}],"version-history":[{"count":55,"href":"https:\/\/www.ewmglobal.com\/site\/wp-json\/wp\/v2\/pages\/7095\/revisions"}],"predecessor-version":[{"id":10777,"href":"https:\/\/www.ewmglobal.com\/site\/wp-json\/wp\/v2\/pages\/7095\/revisions\/10777"}],"wp:attachment":[{"href":"https:\/\/www.ewmglobal.com\/site\/wp-json\/wp\/v2\/media?parent=7095"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}