Evaluating Opportunities to Streamline Account Opening
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Overview: The recent recession and market volatility is pressuring financial services firms to improve operating processes and reduce costs. The rapid market surge and potential recovery has served a reminder that operational processes must be scalable and ready to take advantage of every opportunity. Many firms are scrutinizing their account opening process since client on-boarding is expensive, labor intensive, and error prone. As a result, improving account opening has become a high priority project with many financial services firms.