Major hurdles for your advisors, operational teams, and clients. Essential technology strategies to design a seamless, integrated client onboarding experience.

Introduction Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core ...

Onboarding is almost always synonymous with paper, which is a necessary evil in all aspects of wealth management. Streamlining the paperwork process is an effective way to show new clients you are ...

But wealth management is also a people-oriented business. For financial advisors, that means making sure every aspect of the client experience — onboarding, reporting, and meetings — contains ...

“One thing we’ve gotten much better at as a firm — and I think the technology itself is helping because it’s even more compelling — is speeding up the adoption,” said Andy Sieg, president of Merrill ...

Post this Addenda will benefit from OneVest’s full-suite platform, including onboarding, client and advisor portals, portfolio management, fees and billing, reporting, and more.

68% of wealth management customers in the post-COVID world are expecting a fully digital onboarding experience, according to an update from OneSpan, a company specializing in digital identity and ...