Onboarding new shoppers in wealth administration has lengthy been hampered by handbook paperwork and repetitive procedures. Efforts to enhance this with customized workflows and new know-how typically fall quick because of restricted automation and integration, resulting in knowledge inaccuracy, course of inefficiency, and restricted capability for enterprise progress. To stay aggressive and meet growing digital calls for from staff and shoppers, corporations must strategically rework their onboarding processes for a extra streamlined and user-friendly expertise.
Be a part of our complimentary webinar to learn to speed up and simplify shopper onboarding, get rid of bottlenecks, and drive enterprise progress. The webinar will cowl the next subjects:
- Main hurdles in your advisors, operational groups, and shoppers.
- Important know-how methods to design a seamless, built-in shopper onboarding expertise.
- Panel dialogue with visitor audio system who will talk about their transformation journey, suggestions and methods, and future methods.
- A stay Q&A session.
Sponsored by
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been authorised for (1) credit score hour.
Joman Kwong
Strategic Options Supervisor, Monetary Companies
Laserfiche
Amy Flourry
Director of Operations
Rehmann
Gert Bester
Enterprise Programs Supervisor
Stonehage Fleming
Shannon Rosic – Host
Director of WealthStack Content material & Options
WealthManagement.com
