Onboarding new clients in wealth management has long been hampered by manual paperwork and repetitive procedures. Efforts to improve this with custom workflows and new technology often fall short due to limited automation and integration, leading to data inaccuracy, process inefficiency, and limited capacity for business growth. To remain competitive and meet increasing digital demands from employees and clients, firms need to strategically transform their onboarding processes for a more streamlined and user-friendly experience.
Join our complimentary webinar to learn how to accelerate and simplify client onboarding, eliminate bottlenecks, and drive business growth. The webinar will cover the following topics:
- Major hurdles for your advisors, operational teams, and clients.
- Essential technology strategies to design a seamless, integrated client onboarding experience.
- Panel discussion with guest speakers who will discuss their transformation journey, tips and tricks, and future strategies.
- A live Q&A session.
Sponsored by
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.
Joman Kwong
Strategic Solutions Manager, Financial Services
Laserfiche
Amy Flourry
Director of Operations
Rehmann
Gert Bester
Business Systems Manager
Stonehage Fleming
Shannon Rosic - Host
Director of WealthStack Content & Solutions
WealthManagement.com
