Join Metastorm, with special guest Rodney Nelsestuen, Senior Research Director at TowerGroup, to understand the latest in best-practice and real-life case study success in client onboarding to:

• Increase advisor and operational efficiency by automating repetitive manual processes
• Improve the client experience and onboard more clients, more effectively
• Increase share of wallet by cross selling more, faster
• Decrease loss by reducing new client abandonment
• Reduce risk and integrate compliance into Advisor’s ever changing daily work flow

Drawing on experience from some of the world’s most respected organizations, register now so you can learn how to automate and optimise your client onboarding process.

Watch onDemand >>