Breakfast Briefing: Converting Compliance Challenges into Business Benefits
The events will mark the launch of a new research report investigating current client onboarding practices among US and European wealth managers. The findings of a wide-ranging survey of front-line professionals will be discussed in the report, along with best practice insights from senior industry executives and consultants internationally.
Client onboarding is often thought of as the last frontier in the digitisation of wealth management, but now a range of drivers are pushing firms to seek slicker, more efficient onboarding processes - ones which generate a real return on investment and help them capture competitive advantage from compliance.
Date & Location
Date: 11 November, 2014
Time: 08:15 - 11:00
Location: Rennweg 7 8001 Zürich
Venue: Widder Hotel
You can register for this event directly on the WealthBriefing website.