Technology
Webinar: The Shocking Truth About High Net Worth Client Onboarding In Wealth Management

This webinar examines insights contained in a report by this publication and technology firm Fenergo on the critical issue of client onboarding.
WealthBriefing and its research partner Fenergo are excited to open
registrations for an exciting webinar on The Shocking Truth
about High Net Worth Client Onboarding in Wealth Management
to mark the launch of our global client onboarding survey.
On Tuesday 22 October, WealthBriefing’s head of
research, Wendy Spires, and Steve D’Souza, global head, Private
Banking and Wealth Management at Fenergo, will be joined by
industry experts to discuss key onboarding trends and the
findings of our global study. Confirmed to discuss the report’s
themes and field questions from attendees on the day are Calum
Brewster, managing director – regional head UK, Julius Baer and Will
Trout, head of wealth management, Celent.
The survey of 82 wealth management practitioners, based on
findings throughout the world’s major wealth management markets,
represents a truly global view of an area of operations found
challenging world wide.
The report updates our original, ground-breaking study of this
issue in 2014, so it is also a valuable index of how far the
sector has come, or not in some cases, in making client
onboarding enhancements since then.
This webinar will explore key onboarding questions including:
-- How many firms are disappointing would-be clients over
onboarding duration, and what are the main factors causing
delays?
-- Which key technological challenges are causing manual
workarounds to be prevalent, and what are the risks?
-- Where are firms concentrating their client onboarding
investments in the coming 18 months?
-- What factors are really motivating them to make onboarding
improvements at a time of widespread technological change?
-- What level of efficiencies and client experience gains do
firms expect from investing in better onboarding processes?
Attending this webinar is your chance to see how your firm stands
against its peers in an area which is being given increasing
attention as a real differentiator. And, as onboarding stands at
the intersection of wealth managers’ most pressing compliance,
efficiency and client experience concerns, it will be of equal
relevance to business-leaders, relationship managers and IT
specialists alike.
Register for your free place
at The Shocking Truth about High Net Worth Client Onboarding
in Wealth Management today:
Tuesday 22 October
1530-1630 GMT