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.
6 April 2023
Adopter de nouvelles technologies pour fournir des services hybrides et créer une proposition de service hautement différenciée et rentable pour les clients existants et futurs pourrait être la clé pour renforcer votre société de gestion de patrimoine et s'engager avec la prochaine génération d'investisseurs.
3 min. read
24 January 2023
Embracing new technologies to deliver hybrid servicing and create a highly differentiated, cost-effective service proposition for existing and future clients could be the key to fortifying your Wealth Management firm and engaging with the next generation of investors.
3 min. read
10 January 2023
At Wealth Dynamix, we’re busting the myths surrounding modern-day Client Lifecycle Management to help guide the way.
1 min. read