It’s no secret that digital transformation is greater than underway in wealth administration, nonetheless, most advisory corporations are manner behind the curve, saddled with creaky, guide and paper-based processes. As we all know, wealth administration is a client-focused trade, and the consumer expertise is quickly changing into one of many key differentiators for advisors and their corporations. At the moment, advisors are spending a major period of time on paper-based operational processes that negatively have an effect on the consumer expertise. Many corporations need to deploy cloud-driven applied sciences that streamline guide operations utilizing intuitive digital kinds, automated workflows and fast entry to consumer information in a secured, organized repository.
Be a part of this complimentary webinar to find how a low-code strategy can speed up digital transformation in wealth administration and improve consumer experiences. You’ll study:
- Tendencies for implementing applied sciences utilizing a low-code/no-code strategy
- give advisors time again to deal with consumer engagement by automating operational processes whereas reaching SEC- and FINRA-compliance
- jumpstart what you are promoting processes with pre-built answer templates and workflows
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Sponsored by
Timothy D. Welsh, CFP®
CEO and Founder
Nexus Technique, LLC
Justin Pava
Director of Product Administration
Laserfiche
David H. Lenok – Host
Senior Editor
WealthManagement.com
