Webinar: Trends in Digitization for WAM Firms

Enterprises that remain reliant on “analog” processes (e.g., paper-based transactions, manual checkpoints, and IRL engagements) to power customer engagements and back-office operations are providing a disservice to their clients and placing themselves at a competitive disadvantage. Digital transformation is particularly crucial when it comes to complex, heavily regulated segments like wealth and asset management (WAM).

While firms recognize the need to change—and many are already doing so—we believe that there are opportunities to move even faster. The winners in this space will be the ones who successfully re-invent themselves by creating differentiated, personalized, and efficient client-facing services.

Want to learn more? Watch this webinar replay featuring Sumit Malhotra, (Unqork’s Head of Wealth and Asset Management), and Phil Kerkel (Managing Principal at Capco) as they explore current WAM industry trends towards digitization and how no-code empowers firms to take advantage of these opportunities.

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