Recorded on: May 7, 2019
With automated workflows from Agreement Express and TD Ameritrade Institutional your firm can eliminate the complex and manual steps in your current client onboarding process and automate them for simplicity. In plain terms, automated onboarding is a paper-free, streamlined approach that lets you open accounts faster.
Wondering how exactly it works? Register for our upcoming webinar for in-depth overview.
Watch Recording
Head of Product Management
VP of Wealth Management
What you’ll learn