Uncomplicating Onboarding & the Many Shades of Client 360 Across Banking

Presented by

Deven Swim, Senior Manager, Boston Private | Tanner Shamrock, Banking Lead and David Dal Pos, Capital Markets Lead, Accenture

About this talk

Thanks to digital technologies, finance is becoming a consumer-to-business industry. To offer consistent and fulfilling customer experiences across multiple channels (digital and physical), banks must define clear digital agendas and allocate the right investments between “GO Digital” and “BE Digital.” What does that look like? Successful banks are analyzing and prioritizing existing business platforms and key processes to determine what needs to transform as well as what new digital business initiatives they need to launch to meet and exceed the rising expectations of today’s consumers. During this webinar, Deven Swim of Boston Private Financial Holdings and Tanner Shamrock and David Dal Pos of Accenture, will take a closer look at what it takes to achieve next level customer service and how cloud onboarding and client 360 can help. You’ll learn: •The state of banking and wealth today, including top trends and challenges •How to get the client onboarding experience right in the first 90 days •Best practices for achieving the coveted 360-degree view of clients •What your peers are doing to deliver next level service View on accenture.com: http://cloudfirst.accenture.com/banking-wealth-onboarding-webinar-replay.html

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