Boston, September 14, 2016 – Beyond improving the client experience, client onboarding solutions integrate operational efficiency and risk reduction, a client-centric data model, customized workflows and monitoring, document management, and compliance. While many factors may drive global wealth management firms to consider upgrading this technology, one thing is clear: In an increasingly competitive environment, wealth management firms do not have a second chance to make a first impression.
This Impact Report identifies key market trends driving wealth management firms’ interest in client onboarding solutions and provides a view into the state of client onboarding in the U.S. wealth management sector. It is based on data from Aite Group’s Q2 2016 online survey of 400 U.S.-based financial advisors and on Q2 2016 Aite Group interviews with 10 client onboarding technology providers.
This 22-page Impact Report contains 10 figures and two tables. Clients of Aite Group’s Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.
This report mentions Appway, Docupace, Doxim, Fenergo, FIS Protegent, Impact Financial Systems, IMTF Group, Lexmark International, Scivantage, and The Athene Group.