The New Age of Client Onboarding in Wealth Management

The New Age of Client Onboarding in Wealth Management

Did you know that 82% of investors do not use the same financial advisor as their parents? With over $30 trillion in financial and nonfinancial assets passing from baby boomers to their heirs in North America alone over the next 30 to 40 years, wealth managers have tremendous opportunities to capitalize on this wealth distribution and significantly expand their book of business.

But how are they going to be successful in gaining access to these new opportunities? A lot will depend on the level of personalized service they’re able to offer a digital-savvy client-base, especially during the onboarding process as they turn future prospects into satisfied clients.

Download “The New Age of Client Onboarding in Wealth Management” whitepaper to learn how to improve your client onboarding while removing friction and being client-centric.


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