Becoming a Digital Wealth Management Firm

August 25, 2017

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.

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