Paperless onboarding for your wealth management firm is one of the first steps in improving the client onboarding process and advisor experience. Download this handy guide to get started.
About the Author
Mike Gardner is CEO of Agreement Express, an onboarding automation platform for the financial services industry. Since joining Agreement Express in 2005, Gardner has evolved the product into an onboarding solution trusted by Fortune 500 financial institutions and top wealth management firms. He has helped top wealth management firms such as HollisWealth Scotiabank and Canaccord Genuity onboard clients faster while delivering an extraordinary client onboarding experience.