Access the latest news, analysis and trends impacting your business.
Explore our insights by topic:
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Fintech firms are poised to revolutionize the market. They attract new investors and woo veteran investors with lower fees and a more seamless client experience. And they’ve absolutely nailed new-client onboarding: Download an app. Enter an email. Create a password. Link a bank account. And you’re done.
In under five minutes, most anyone can create a new account with a micro-investment platform; attracting Millennials in large numbers.
It’s no wonder, then, that traditional wealth management firms struggle to keep up....
In this article from WealthManagement.com, Michael Dignam explains how wealth management firms are redefining new-client onboarding.