The entire world is united in facing a new reality of quarantining and remote work as we collectively go through the COVID-19 pandemic. However, there's one thing that all of us in business know: the show must go on. Your clients still need your expertise and advice, arguably now more than ever....
October 14, 2019
Turn Onboarding Operations Into a Client-Centric Experience
Today, consumers expect the same experience from their wealth management firms as they have with BigTechs. According to the Capgemini World Wealth Report 2018, more than 80% of HNWIs are willing to begin a relationship with BigTechs within one year (assuming they offer wealth management...
October 7, 2019
Improving Client Onboarding: Wealth Management
It is becoming less of a secret how important the client onboarding process is in wealth management, both for the business and the client. In fact, client onboarding is still the number one challenge for firms.
In reality, it’s one thing for firms to know they need to improve, but an entirely...
September 26, 2019
Your Firm Will Lose the Next Generation: Exploring Multi-Generational Wealth
“We all know millennials are on the radar. There is no question, it’s one of the largest transfers of wealth in history. Wealth firms need to act now to get ahead of the millennial curve.” – Steve Scruton, President, Broadridge Advisor Solutions
Wealth Management firms have spent decades...
February 13, 2019
10 Ways Your Competitors Are Accelerating AUM With Digital Onboarding
Opening new accounts or transitioning client assets - or advisors - to your firm can be time consuming. And any missing information, errors in rekeying data into your CRM or custodian systems can cause delays and frustration.
February 4, 2019
Introducing One-Click Account Opening Direct To TD Ameritrade Institutional
TD Ameritrade Institutional and Agreement Express Collaborate to Simplify Customer Onboarding
Agreement Express is excited to announce a new milestone in digital customer onboarding with a industry-first integration for digital new account opening on the TD Ameritrade Institutional Veo®...
October 24, 2018
Building the RIA Platform of the Future
Wealth management technology continues to evolve at a lightning-quick pace, but as an advisor, it can be overwhelming to wade through the sheer number of solutions in the market today. For fast growing RIAs that are building out their practices with technology at the forefront, it always comes...
May 23, 2018
With Beneficial Owners, How Well Do You KYC?
Anti money-laundering (AML) and Know Your Customer (KYC) requirements form the critical underpinning of financial regulation. In recent years, there has been increased pressure on regulators to introduce additional AML and KYC reforms as a result of some high profile controversies involving...
May 17, 2018
Rules of engagement: How to turn onboarding operations into a client-centric experience
Recent Accenture research revealed that 40-60 percent of today’s onboarding tasks could be automated with digital technologies1. Many wealth management firms have taken some small steps to digitize their operations, but they may not be taking full advantage of all the digital opportunities...
April 17, 2018
5 Questions Every Operations Team Should Ask About Client Onboarding
There’s a good chance your wealth management firm already has a detailed process in place for onboarding clients into your firm. But when it comes to building strong customer relationships, you only have one chance to make a first impression.
