WealthTech Talks: Reshaping The Onboarding Experience In Wealth Management

Presented by

Stephen Wall, Founder, The Wealth Mosaic

About this talk

“Digital onboarding is the key enabler to new client acquisition strategies.” In this live webinar, hosted by Stephen Wall, Founder of The Wealth Mosaic, our panel (Dominic Snell, Chief Product Officer at Wealth Dynamix, Cedric Neuville, Director of Pre-Sales and Consulting Europe at Wealth Dynamix and Philippe Malinowski, CPO at Neuroprofiler) will dive into the topic of digital onboarding in Wealth Management. We will explore people, process, and technology as we highlight what defines the leaders in this area. With 30 years of combined experience our experts will give you the benefit of their hindsight. Whether you are considering your options or already underway with your own digital transformation of the onboarding process – dial in to see if you’re on track for success. Join us on May 17th, 2022, 11am GMT to learn more.
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