Webinar: Reshaping the onboarding experience in wealth management

In this webinar, hosted by Stephen Wall, Founder of The Wealth Mosaic, our panel (Dominic Snell, Chief Product Officer at Wealth Dynamix, Cedric Neuville, Director of Pre-Sales and Consulting Europe at Wealth Dynamix and Philippe Malinowski, CPO at Neuroprofiler) have dived into the topic of digital onboarding in Wealth Management.

We’ve explored people, process, and technology as we highlighted what defines the leaders in this area. With 30 years of combined experience our experts will give you the benefit of their hindsight. Whether you are considering your options or already underway with your own digital transformation of the onboarding process – check out the video to see if you’re on track for success.

Available for download now

Our Defining Onboarding whitepaper is available for download now. If you feel your clients could benefit from a better onboarding experience, now could be the time to take some decisive steps to improve it for the future.

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Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

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