What: 2016 CEB Financial Services Technology Summit
When: April 20-22, 2016
Where: The Westin Boston Waterfront Hotel, Boston, MA
Who: Agreement Express – Proud Sponsor
According to CEB TowerGroup, 96% of your clients are likely to leave your firm if they have a high-effort experience. Traditional client onboarding processes are tedious, inefficient, and most crucially, minimizes the human factor in client-advisor relationships. Data from the CEB TowerGroup proves that in the last 5 years, your clients are not only expanding the number of firms they use by one-third, but they are also turning to alternative options for financial advice.
Are you ready to join the other 80% of wealth management firms that are looking to improve their client onboarding this year?
Top wealth management firms, like HollisWealth, are already using Agreement Express to overcome their onboarding challenges. Book a meeting with us at the 2016 CEB Financial Services Technology Summit to learn how to win and retain your clients with automated onboarding.
Book a meeting with Agreement Express to learn:
- How to improve the client-advisor experience during the new account opening phase and beyond
- Methods your firm can implement to onboard clients effortlessly
- Key ways to improve the compliance process
Click here now to book your meeting.