Throughout our over fifteen years building innovative technology for wealth managers, we’ve seen just how relevant digital onboarding and the overall digital customer experience has become in our industry. Whether it’s a mass affluent customer signing up for a new bank or retirement account, a life insurance company onboarding an annuity holder, a private wealth advisor managing across the accounts of a wealthy family, or even an end-of-life account being distributed to beneficiaries, it’s clear that the transition to a more digitally integrated client experience is becoming an increasingly important focus within financial services.
Client Lifecycle Management: Why Adding More Technology Isn’t the Answer
