Webinar: Digitization of Client Lifecycle Through No-Code Platforms

In today’s environment, wealth management firms are burdened with trying to optimize cost efficiencies while also enhancing and broadening the experience of their advisors and clients they do business with. The current pandemic has highlighted that the evolution of client onboarding and servicing must move beyond the shift from on-shore to off-shore now to the era of DIGITAL Wealth Management. By creating a digitally-enabled, omni-channel onboarding experience, firms can market defining solutions to grow their businesses and drive operational efficiency.

In this webinar Unqork's Head of Wealth and Asset Management, Sumit Malhotra, speaks with Wealth and Asset Management Client Director Paul Larkin about how no-code platforms are helping firms overcome challenges with legacy systems and long latencies to enter the new era of wealth management through digitizing their client lifecycle experience.

Previous Flipbook
Solution Brief: Wealth Management Account Opening
Solution Brief: Wealth Management Account Opening

Next Flipbook
Solution Brief: Wealth Management Solutions Marketplace
Solution Brief: Wealth Management Solutions Marketplace

Dramatically improve first customer experience with seamless, self-service account opening.