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You never get a second chance to make a first impression. Unfortunately, at many UK wealth management firms, the onboarding process for new clients is outdated and inefficient, involving many manual, paper-based processes.

This webinar demonstrates how digitalisation can help financial institutions balance the need for regulatory compliance with the delivery of a first-class service right from the very first interaction.

The webinar will feature a keynote presentation from Kevin Sloane, Senior Policy Advisor at PIMFA.

Kevin will be joined by experts Jon Cosson, Head of IT & CISO at JM Finn and Tessa Pollock, Head of Portfolio Delivery at Quilter for an expert panel session.

Topics covered will include:
• Personalising the onboarding process and reducing delays and duplication;
• Understanding client expectations for digital services in a post-Covid world;
• The role of technology in supporting smoother onboarding.

Sign up online today to join the webinar and have a chance to put your questions about onboarding to the panel.
For more information, contact James Miller-Molloy: james.miller-molloy@crealogix.com

Booking and Registration Information

If you are a PIMFA member please ensure you have logged in to register for this webinar, podcast or event and receive your discount. If you are unsure of your login details you can request a new password via our website or email us to reset it for you. If you are unsure whether you belong to a PIMFA member firm please register for an account or email us and we will confirm this for you. You can still register for our webinars, events and podcasts as a non-member (charges apply in some instances). Requests may take up to 48 hours to process.