Becoming a Digital Wealth Firm: Introduction
The wealth management industry has long been a paper-based, face-to-face industry. Every industry has an “innovation threshold”, to borrow a term from the…
The wealth management industry has long been a paper-based, face-to-face industry. Every industry has an “innovation threshold”, to borrow a term from the…
Opening a new account at a wealth management firm can be exhausting. After a client establishes their financial goals with an advisor during…
Agreement Express has been announced as one of the Top 100 Fastest Growing Companies in British Columbia, according to research by Business in…
Much ink has been spilled about the 2008 Mortgage Crisis. In the U.S, $10 billion dollars worth of subprime mortgages dealt out by…
Since the industrial revolution, there has always been a sense of fear with every new technology. Some of that fear is processed through…
In financial services, “closing the deal” can mean up to a month of sending paperwork back-and-forth. Some firms are using technology to meet…
It is becoming less of a secret how important the client onboarding process is in wealth management, both to the business and to…
Why Onboarding Automation is the Key to Merchant Acquiring Growth Pac-Man was never a very realistic game. He would eat and eat and…
If you want to solve a client onboarding problem in your organization, digital signature by itself isn’t going to cut it. If anything,…
Compliance with the New Fiduciary Rule doesn’t have to a painful process; it’s an opportunity to take a look at your client onboarding…