SmartIQ Demo: New Account Opening & Onboarding for Wealth Management

Nearly 70% of wealth management firms will offer digital onboarding by 2022. Are you still presenting clients with static PDF and paper forms?

Join us to see how financial institutions can transform forms and related processes for new account opening into fast, digital and mobile-friendly, guided interviews with SmartIQ, delivering a better experience for both high-net-worth clients and brokers.

• Improve turnaround time and grow revenue
• Eliminate Not in Good Order (NIGO) submissions
• Connect to your systems of record / custodian systems and identity-verification processes for KYC
• Reduce manual work and operating costs

Watch to uncover new ways to speed up and simplify any processes involving forms, especially complex ones you haven’t been able to digitize.


  • Sienna Quirk, Product Marketing, Smart Communications
  • Brian Lee, VP Technology, Smart Communications