An integrated client on-boarding process is critical to both the client experience and the quality and cost of internal operations.
Aite Group Senior Analyst Sophie Schmitt, Julian Austin, Program Manager, Information Technology & Client Relations, Alberta Treasury Board (ATB) and Tom Wieczorek, Director of Products, NexJ Systems discuss how an integrated account opening process has improved client onboarding and reduced the new account opening timeframe from days to hours at ATB.
- Increase advisor productivity
- Enable integration up-sell processes
- Implement on-boarding best practices for automation and tracking
- Increase the speed of account opening, asset transfer, and time to trade activity
- Eliminate paper-based processes and data re-entry
- Ensure all compliance and business rules are followed across the organization
- Reduce the client on-boarding timeframe from days to hours
Speakers:
- Sophie Schmitt, Senior Analyst Wealth Management, Aite Group
- Julian Austin, Program Manager, Information Technology & Client Relations, ATB
- Tom Wieczorek, Director of Products, NexJ Systems