The New Age of Client Onboarding in Wealth Management

The opportunity for wealth managers to significantly expand their book of business is currently present with one of the largest wealth transfers in history occurring over the coming years. 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.

In this new whitepaper, Smart Communications outlines the importance of the client onboarding experience for wealth management companies and highlights what is needed to succeed in the new age of client onboarding.