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

Editorial Staff

18 September 2019

WealthBriefing and its research partner .

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