PIMFA
- This event has passed.
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 Unfortunately, at many UK wealth management firms, the onboarding process for new clients is outdated and inefficient, involving many manual, paper-based processes.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
