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Financial Services
Expert solutions for financial services for over five decades
- Asset Management Learn More
  Institutional Investors
  Mutual Funds and ETF Providers
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  Global Investment Managers
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  - Manage risk and optimize operational efficiency
  - Enhance and simplify portfolio management
  Fund Administrators and Prime Brokers
  - Adapt to growing investment complexity and regulatory burden
  - Support operational control and scalability
- Capital Markets Learn More
- Consumer Finance Learn More
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  Wealth Management Firms
  Individual Advisor Solutions
  - Build your practice
  Retirement Services Providers
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  - Optimize business operations
Corporations
Streamline shareholder communications and management
- Corporate Treasury
- Increase efficiencies in managing cash and risk
Healthcare
Improve member experiences with enhanced communication solutions
Telecom
Attract, engage and retain customers by creating dynamic experiences
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Deliver exceptional experiences across communication channels
All Products
Transform your business with communications, technology, data and analytics solutions
search-all-product
- 15(c) Board Reporting
- - 22c-2 Compliance22c-2 Compliance
    - For Mutual Funds and ETF Providers
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Article

Onboarding, Redefined

If your clients need to visit a physical office to open a new account, you’re going to get left behind. Michael Dignam explains three main ways wealth management firms are redefining new-client onboarding.

posted June 22 2018

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Michael Dignam

President, Canadian Securities Processing Solutions

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.

READ THE ARTICLE

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Onboarding, Redefined

If your clients need to visit a physical office to open a new account, you’re going to get left behind. Michael Dignam explains three main ways wealth management firms are redefining new-client onboarding.

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