Do You Know How to Accelerate Time-to-Revenue & Beat the Competition?
March 19, 2020
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