Industry insight: Wealth Management Onboarding Study



A comprehensive analysis of over 200 wealth management professionals

The global report analyses the current challenges associated with client onboarding  - from efficiency to legal, tax and compliance issues - and highlights potential solutions for providing an outstanding client experience

The study, conducted by Appway with support from SIX Financial Information brought together 17 Industry experts, including our own compliance expert, Jacob Gertel, and surveyed 211 wealth management professionals from around the world. 

Study Highlights


 

Get your copy of the full report