Optimize and modernize customer onboarding

    0
    13


    The wealth management industry continues to change rapidly to respond to client needs, regulatory developments, digital expectations and technological advances. To stay competitive, companies and consultants need to consider digital transformation in every aspect of their business. However, customer onboarding processes continue to be challenging for consultants as they involve a lot of paperwork and manual processes and workflows that affect productivity and keep them from focusing on what matters most – their clients.

    Join industry specialists from RBC, Salesforce, MuleSoft, and Deloitte Digital to:

    • Learn how RBC Wealth Management accelerated the onboarding process to improve advisor productivity
    • Get practical insights into digitization and simplification of the onboarding process
    • Discover how unlocking and integrating isolated data and legacy systems and automating workflows creates a single view of the customer

    Sponsored by

    Greg Beltzer
    Vice President, Advisory Platform and Technology
    RBC Wealth Management

    Cory Haberkorn
    Senior Manager, Industry Advisor, Global Wealth & Asset Management
    Foreclosure

    Alexander Solomon
    Head of Industry Marketing – Financial Services, Insurance, and Wealth Management
    MuleSoft

    Rick Reuter
    Principal and Deloitte Digital FSI Leader
    Deloitte Consulting LLP

    David Armstrong – presenter
    Editor-in-chief and executive director for content and user engagement
    WealthManagement.com

    LEAVE A REPLY

    Please enter your comment!
    Please enter your name here