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Becoming a Digital Wealth Management Firm

Improving the client experience with agile client onboarding. On-demand webinar in partnership with CEB TowerGroup

Runtime: 58:22

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Wealth management is increasingly becoming a digital industry and executives are looking to make the most meaningful digital transformation in the shortest time. However, many firms still launch 18-month business process management (BPM) projects without considering the deeper implications.

In this webinar recording, we cover:

  • Industry trends in digitalization that require firms to fine-tune their client experience
  • The disconnect between the rising expectations of clients and the lag of advisor technology adoption
  • How agile onboarding can help your organization iterate in a fast-changing landscape on an ongoing basis

Panelists

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Mike Gardner

CEO
Agreement Express

Mike Gardner is the CEO of Agreement Express, the leading customer onboarding platform for the financial services industry. As a 20-year veteran of the software industry, Mike leads strategic growth at Agreement Express and serves as an advocate for meaningful digital transformation in financial services. Mike is a recognized thought leader with The Huffington Post, Globe and Mail, WealthManagement.com, and many more.