In this five minute overview we demonstrate a wealth management advisor completing transactions in a fraction of the time it would traditionally take. We also take a big-picture view of the firm’s operations so executives can pinpoint bottlenecks to continuously improve the digital experience for clients, advisors, compliance teams, and back office staff as they…
According to CEB, 80% of wealth firms are looking to ditch their traditional paper practices and digitally transform their operations. Forward-thinking organizations are adopting an agile digital transformation strategy to better equip them to adapt to shifting regulations, competitive pressures and evolving demands of clients. Watch the video to learn more.
Learn how Agreement Express can help your firm build a trail of proof into every process, while enabling advisors to build lasting relationships with clients. Book a call with us to learn more.
Mike Gardner, CEO of Agreement Express, helps wealth management firms create a framework for implementing a completely paperless onboarding process.