Business Continuity & Digital Connection: Best Practices for Wealth Management

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Presented by

Giorgio Luparia, Lynn Vo & Sarah Robins

About this talk

When faced with unexpected restrictions, how can wealth managers maintain the high quality of client engagement, compliance, and operational efficiency they need to survive and thrive? In this webinar we share valuable insights learned from our customers and market observations, and demonstrate the concrete uses of Appway capabilities that you can leverage to respond to the increase in demand for virtual interaction. You’ll learn: * How to adapt client engagement practices to provide customer interactions remotely without losing quality of experience * How to use appropriate digital tools and solutions to keep operational momentum and ensure full compliance * How to recalibrate your digital transformation roadmap to turn challenging times into business opportunities

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Appway is the leader in onboarding for financial services businesses. Every 30 seconds a new client relationship is created with Appway. Appway offers certified, secure, Cloud-based software for client onboarding, servicing, and reviewing to firms from bespoke wealth managers to the largest global financial institutions. Appway software is proven to rapidly deliver unparalleled client experiences, a 90% reduction in onboarding time, a 10% increase in margin per client, and a 225% ROI. Appway’s built-for-purpose business solutions are based on the expertise gathered over hundreds of deployments worldwide – from opening an individual investor account to onboarding a billion-dollar multi-jurisdictional entity. With an extensive ecosystem of partners, Appway allows customers to intelligently orchestrate the full range of client interactions of any complexity. Appway is in an FNZ Group company based in Switzerland with offices around the globe. Visit us on : https://www.appway.com/