You might only be spending 50% of your time on client facing activities.

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