New Session Announcement: Challenges & Opportunities When Using Cloud Solutions for Client Onboarding & Services
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!
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!
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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