The State of Client Onboarding in Wealth Management

ThoughtLab | Wealth & Asset Management 4.0: The State of Client Onboarding in Wealth Management Listen in as our thought leaders discuss the key findings ThoughtLab identified in its recent study Wealth and Asset Management 4.0. The webinar discussion focuses on the impact of trends in investor attitudes, behaviors, and expectations on the future of client onboarding. The team discusses the following key insights from the research: * Investors are more willing than ever to switch wealth providers to get the experience they want. * Wealth management providers are investing heavily in digital onboarding, yet despite their efforts, firms are not doing enough to satisfy changing client expectations. * The democratization of investment products and services will lead to a rapid increase in the complexity of client onboarding and servicing. * The heavy hand of regulators will make compliance increasingly difficult.