Webinar Recording – Building a Digital Foundation for Wealth Management: Improving the Client Experience with Agile Client Onboarding
Wealth management professionals are seeking a digital transformation, in the shortest time. But when wealth firms begin their digitization process, they don’t consider the implications that an 18-month business process management (BPM) project has. With the pace of technology accelerating, wealth firms can no longer lag behind an 18-month timeline.
Watch our latest webinar with CEB TowerGroup to discover how agile client onboarding can help your organization iterate to a fast-changing landscape.