Breakfast Briefing: Converting Compliance Challenges into Business Benefits – Chicago

Overview

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.