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

Laptop image

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


Photo of Mike Gardner

Mike Gardner

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,, and many more.

Book your demo today