THE U.S. FINTECH SYMPOSIUM
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New Session Announcement: Challenges & Opportunities When Using Cloud Solutions for Client Onboarding & Services

1/21/2021

2 Comments

 
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During this session at the 2021 U.S. Fintech Symposium Vaneet Grewal, Managing Director, Financial Services at Box, will discuss areas of opportunity around the new client onboarding paradigm and how client servicing differentiation can be attained through smart solutions enabled by Cloud patterns.

Attendees will also learn about some of the pitfalls involved in building out best in class Cloud solutions for the customer base of the future.

Learn more about Vaneet's presentation.  Early registration discounts are current available!  Register today!

2 Comments
inbound customer services link
7/30/2022 12:22:28 pm

Client onboarding within some wealth management firms is an unfortunate tale of disconnected systems and manual processes, data validation and loss, poor client relationship management Thank you for sharing your great post!

Reply
inbound services link
9/30/2022 02:35:59 pm

The traditional view of onboarding is to take an unknown client that is not active with any of the firm’s products and guide them through all the necessary steps from an operational, regulatory and client-considered perspective. I’m so thankful for your helpful post!

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  • HOME
  • USFS 2023
    • Conference Agenda
    • Conference Speakers
    • Date, Location & Venue
    • Networking Events
    • Conference App
    • Conference News
    • Call for Speakers
  • SPONSOR
    • Sponsorships Opportunities
    • Registrant List & Statistics
    • Sponsorship ROI
    • Let's Talk!
  • REGISTER
  • MORE INFO
    • Marketing Partnerships
    • Volunteer Opportunities >
      • Steering Committee
      • Student Volunteering
    • Conference Organizers
    • Fintech Presentations
    • Memberships >
      • MEMBER SIGN-IN
      • Speaker Interviews
      • 2022 - Presentations
      • 2021 - Presentations
      • 2019 - Presentations
      • 2018 - Presenations
    • Photo Gallery
    • Contact Us