Brokerage firms, registered investment advisors and other wealth managers all seek to improve the client experience while reducing the costs of delivery.
Digital tools can help streamline onboarding, reporting and other client-facing processes, but to jump-start efficiency, firms must digitize their worklows.
Experts from Hyland and Celent will be leading the this live discussion. Join Bryan Boynar, Solution Marketing Manager at Hyland, and Will Trout, Head of Wealth Management at Celent, as they provide an overview of the benefits of a sound document management system that will enhance speed and security by eliminating the need to pull data manually and from multiple sources.
Download this webinar to gain greater insight into: