Automating Client Onboarding for Wealth Management feat. Forrester

Presented by

Appway & Forrester

About this talk

With insights based on real client improvements – increased margin per customer, better customer conversion, and improved compliance and back-office efficiency – Forrester will demonstrate why Appway’s clients have been able to achieve a 225% ROI. You’ll learn: * How to assess the tangible outcomes of a digital client onboarding initiative, with consideration for all relevant benefits and costs * How Appway Onboarding for Wealth transforms the bottom line by improving customer experience, increasing sales effectiveness, and creating compliance and back-office efficiencies * What is the expected ROI, NPV, and payback period, demonstrated by a normalized model that is based on the real experiences of Appway’s live deployments
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FNZ is the leading global platform for wealth and asset management. With over $1.5tn in assets under administration, FNZ empowers the world’s leading financial institutions with a unique integrated end-to-end software, technology infrastructure and investment operations platform across North America, Europe and Asia-Pacific. ​ Appway is now part of FNZ