Name: Client onboarding for wealth: Lessons learned from FNZ and Appway customers
Start: 2022-10-27T13:00:00Z
End: 2022-10-27T13:01:03.000Z
Location: BrightTALK
Rating: 0

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


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.

The State of  Client Onboarding in Wealth Management

Listen in as Appway CEO & Founder Hanspeter Wolf and other wealth management experts in a take part in a free-flowing discussion of what these changes will mean for the industry. Specific critical issues:

* How should wealth management providers change their onboarding methods, client advisory services, and outsourcing strategies to improve compliance?
* How far should wealth management firms go to incorporate ESG into different aspects of their business approaches, from marketing, communication, and analysis to investment products and advisory services?
* Which regulatory changes—from KYC and AML to data security and privacy to investor protection and fiduciary standards--will have the largest impact on the wealth management industry over the next few years?

Panelists for this discussion are:

* Lou Celi, CEO of ThoughtLab
* Hanspeter Wolf, CEO of Appway
* Olivia Fahy, Head of Culture, TCC Group
* Nina Kerkez, Director of Consulting, Lexis Nexis Risk Solutions
* Moderated by Lucy Heavens, Advisory Board Member, FinTech B2B Marketing

How ESG and regulatory shifts will transform the wealth industry

CRM + CLM in Wealth Management: Putting Customer Data at the Center of Digital Transformation

In this webinar, Kerry Ryan, Director Global Go to Market, Wealth & Asset Management at Salesforce, and Appway Partner Manager Gavin Little-Gill argue that CRM and CLM are not to be treated as separate alternatives, but rather as complementary tools to drive advisor productivity, create regulatory compliance by design, and put customers at the center of your business.

You’ll learn:

* Why CRM + CLM can help drive your digital transformation initiatives
* How to better leverage the value of your CRM initiative in key processes, from client onboarding to KYC reviews to serving your customers through different life stages
* How financial advisors can exceed customer needs, using Salesforce + Appway as their one-stop shop for all customer interactions

Wealth Management: Putting Customer Data at the Center of Digital Transformation

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

Business Continuity & Digital Connection: Best Practices for Wealth Management

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

Automating Client Onboarding for Wealth Management feat. Forrester

The coronavirus pandemic is challenging the financial services industry on a whole new level of disruption. In particular, KYC and due diligence practices have been widely affected by the ‘contactless’ reality we are currently facing.

In our virtual panel discussion with smartKYC and Deloitte, you will about the challenges, trends, and opportunities in continuous KYC and monitoring practices directly from leading industry experts.

You’ll learn:

The do’s and don’ts for continuous KYC practices
How to leverage KYC for improved sales productivity
How to use technology to your advantage and overcome common pitfalls

Continuous KYC: Your Roadmap to 2025

In this webinar we announce the general availability of client onboarding for wealth solution, a robust new offering built to help Canadian wealth management firms quickly elevate the investor experience and increase advisor capacity while facilitating rapid time to value.

Packaged, cloud-hosted, and highly configurable for maximum speed and agility

Our digital solution is purpose-built to be compliant with Canadian and provincial rules

The new solution targets three key outcomes:

Streamlined investor experience
Increased advisor productivity
Rapid time to value

Client onboarding for wealth: Lessons learned from FNZ and Appway customers

Onboarding

Canada

Wealth Management

Fintech

Asset Management

Wealth manager

Advisor

Financial Services

Investment Strategy

Investment Management

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Client onboarding for wealth: Lessons learned from FNZ and Appway customers

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