Intelligent Customer On-Boarding in Wealth Management: The Evolution

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Date: March 2011
Type: White Paper
Rating: (4)

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.

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