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