Empower your advisers with a digital system of agreement
The wealth management industry is experiencing pressures from multiple angles - pricing, cost management and regulations. As more parties in the supply chain extracting portions of Broker/Dealer fees and increasing costs of regulatory requirements, Wealth Management firms must reduce operating costs to protect profitability and remain competitive.
Effectively leveraging digital technology to address these challenges is now more critical than ever. From New Account Opening (NAO) to Broker Transfer scenarios, having a digital, compliant and secure platform empowers your advisors to focus on what is most important - clients.
Join this session to see how:
- You can minimize transaction costs, while improving client experience
- Automate key approval and routing through workflows
- Stay compliant and reduce fraud