Discover how top wealth management firms improve the customer experience and increase the operational efficiency of their onboarding process. Learn how leveraging the complete customer history to enhance client onboarding, and providing seamless integration to CRM and back-office systems, helps top-tier wealth management firms onboard new clients quickly and accurately to secure customer’s business and loyalty, as well as improve time-to-revenue.
In this session, Bryan Sachdeva, Sr. Manager, Professional Services of NexJ Systems discusses how wealth management firms can:
- Offer a “One Brand” experience by adopting a customer-centric onboarding
- Leverage the customer profile and interaction history to speed up the process
- Use guided data entry and smart workflows to improve customer and user experience
- Enable mobile productivity by bringing client onboarding to the field
- Engage and educate customers face-to-face with mobile client onboarding