Share
Brent Randall joined other members in the industry to discuss various current topics that wealth managers are facing. Brent gave an insight into forward-thinking digital strategies and converting compliance challenges into business benefits.
Brent gave a in-depth account of new necessary digital software available to wealth managers and the importance of optimising client on-boarding and client conduct risk management.
19 June 2026
Discover how a holistic Client Lifecycle Management (CLM) approach transforms onboarding in wealth management—boosting efficiency, ensuring compliance, and elevating the client experience through integrated, digital-first solutions.
5 min. read
26 May 2026
Discover why first impressions matter in wealth management onboarding. Learn how seamless, tech-savvy onboarding can elevate client experiences and build lasting loyalty.
3 min. read
16 April 2026
The client onboarding experience for many firms is the first time that a client comes ‘face-to-face’ with the processes and operations of a wealth management firm or private bank. The quality of this experience can set the tone for the ongoing relationship and the client’s expectations, but with a third of firms taking longer than three months to onboard clients, it can also represent a missed opportunity.
3 min. read