You might only be spending 50% of your time on client facing activities.1
The demands of time-intensive operational functions including compliance, marketing, HR, administration, finance, and legal leave limited time for actually managing client relationships.
To solve for this problem, you’re probably looking for a digital account opening solution. But ensuring that it’s an integrated solution that starts with an engaging financial planning experience, segues to tailored investment recommendations, and finishes with a digital account opening and funding will be the key to your differentiation.
In this whitepaper, you’ll learn how utilizing an automated account opening solution can help you:
- Provide an outstanding wealth management client experience
- Scale and create tremendous efficiencies in your business
- Free up valuable resources to focus on new markets and fuel business development