How wealth management firms are suffering due to out of date onboarding systems. Note: This is Part 1 of 3-part series on Digital Client Onboarding in Wealth Management. Part 2 will be posted on the Agreement Express blog on Monday, May 9th. It’s not only the advent of robo-advisors, it’s the digital climate we…
Wealth Management Onboarding Automation
“80% of financial institutions have made onboarding automation their #1 priority – 3x more important than other initiatives.”
-CEB Tower Top Technology Investments for Wealth Management 2016
Download our Wealth Management Guide to Paperless Onboarding to take your first steps in onboarding automation.