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Digitizing the legacy platform

Experts from Hyland and Celent discuss the benefits of digital solutions that enhance speed and security — and how it can transform the financial industry.

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 workflows.

In this on-demand webinar, Bryan Boynar, Solution Marketing Manager at Hyland, and Will Trout, Head of Wealth Management at Celent, 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.

Watch this webinar to gain greater insight into: