Introducing new clients to wealth management has long been hampered by manual paperwork and repetitive procedures. Attempts to improve this with bespoke workflows and new technology often fail due to limited automation and integration, leading to data inaccuracies, process inefficiencies and limited capacity for business growth. To remain competitive and meet the growing digital demands from employees and customers, firms must strategically transform their onboarding processes for a more streamlined and user-friendly experience.

Join our complimentary webinar to learn how to accelerate and simplify customer onboarding, eliminate roadblocks and drive business growth. The webinar will cover the following topics:

• Big hurdles for your advisors, operational teams and clients.
• Essential technology strategies to design a seamless and integrated customer 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 are approved for (1) credit hour.

Yoman Kwong
Strategic Solutions Manager, Financial Services
Laserfiche

Amy Flourry
Director of Operations
Rehman

Gert Bester
Business Systems Manager
Stonehage Fleming

Shannon Rosic – Host
WealthStack Director of Content and Solutions
WealthManagement.com