FTG Digital Library

Intelligent Customer On-Boarding in Wealth Management: The Evolution


Click here to download now

Source: Progress Software
Date: March 2011
Type: White Paper
Rating: (3)
Save for Later
Email a Colleague
Rate This Asset

Overview: New client on-boarding is a complex process that is full of opportunity and fraught with risk. Long-term company performance can be impacted, depending on how wealth management firms view this process, and ultimately develop it.

On-boarding not only affects operational efficiency, customer satisfaction, and cross-selling opportunities, but is a strong factor in advisor decision-making when advisors are choosing a brokerage firm.

This paper introduces a maturity model for wealth management on-boarding and the benefits of moving to an intelligent on-boarding framework.

DOWNLOAD NOW

Not what you're looking for? Search again
Go Advanced »
More From the Data Management Section
VENDOR INDEX 0-9 | A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z

View All Categories

BANKING: Architecture/Infrastructure, Channels, Core Systems, Customer Insight/Business Intelligence, Payments & Cards, Regulation/Compliance, Risk Management/Security

INSURANCE: Architecture/Infrastructure, Claims, Customer Insight/Business Intelligence, Distribution, Management Strategies, Policy Administration & Management, Regulation/Financial Systems, Security/Risk Management

ADVANCED TRADING: ATS/ECN/Dark Pool, Algorithmic Trading, Block Trading, Cross Asset Trading, Data Latency, Derivatives, Market Data, OMS/EMS, Trading Infrastructure/Technology, Trading Regulations/Compliance, Trading/Exchanges, Transaction Cost Analysis (TCA)

CAPITAL MARKETS: Asset Management, Compliance, Data Latency, Data Management, Data Security, IT Infrastructure, Operations, Risk Management, Wealth Management

 

Featured Banking Resources

What Every Banker Needs to Know About Dodd-Frank (in Less Than 40 Pages)
This Dodd-Frank Cheat Sheet is a synthesis of the legislation's most important provisions, highlighting the Act's key requirements, deliverables and IT implications. While the Cheat Sheet isn't a substitute for reading the entire legislation, the interactive tool will help you make sense of this historic piece of regulation -- in less than 40 pages.

Banking Webcasts