Family Wealth Report and Appway, the client onboarding technology specialist, invite you to attend an exciting series of thought-leadership events tackling one of the wealth management industry’s most pressing issues today: how to wring business benefits from the increasingly costly and onerous compliance burden.
The events will mark the launch of a new research report investigating current client onboarding practices among US and European wealth managers. The findings of a wide-ranging survey of front-line professionals will be discussed in the report, along with best practice insights from senior industry executives and consultants internationally.
Client onboarding is often thought of as the last frontier in the digitisation of wealth management, but now a range of drivers are pushing firms to seek slicker, more efficient onboarding processes – ones which generate a real return on investment and help them capture competitive advantage from compliance.
Date and TimeDate: Thursday 30th October • 2014
Time: 8:15 am – 11:00 am
General Manager, North America
Glenn Bolstad develops and executes Appway's expansion strategy throughout North America. With over 18 years of experience in the financial services industry, Bolstad has held various senior sales positions on Wall Street. He holds a bachelor’s degree in Finance and an MBA in International Business.
Principal, Financial Services Advisory
Robert McGraw is a partner in KPMG’s financial services customer strategy and operations advisory practice. Robert advises wealth and asset management firms on business transformation and operations improvement initiatives enabling growth, improved customer and advisor experience. Robert has more than 20 years of management consulting and business experience specializing in formulating and executing IT- enabled business strategies. He has worked with many of the world’s leading private banks, brokerage, RIA, asset management and consumer banking firms. His areas of concentration include wealth and investment management, retirement services, client segmentation and service tiering, digitally-enabled customer experience and channel optimization, client reporting, and client on-boarding.