Webinar: Reimaging the customer experience in wealth management

The pandemic has accelerated digitization across industries, with financial services seeing an outsized impact.

With traditional in-person channels unavailable and the need to support a global remote workforce, financial institutions and wealth management firms have advanced their use of technologies like e-signature and enhanced ID verification to continue to serve customers whenever, wherever, and however they choose.

At the same time, savvy wealth management organizations are responding to the pandemic by digitizing their value chains, building frictionless advisor/client journeys, driving automation and efficiencies in the back office, and scaling new business models to meet evolving client demands.

In this webinar, presenters from Celent and OneSpan give a closer look at the digitization trends shaping the wealth management industry, and how technologies like e-signature increase efficiency and accelerate customer acquisition.

Topics include:

• The most important and recent technology trends shaping the wealth management industry and the impact that they will have on your business
• Innovative solutions in customer onboarding and digital agreements for wealth management, including enhanced ID verification and mediated agreements
• How wealth management firms can increase conversion rates and experience a high ROI from integrating e-signatures into their existing workflows

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Speakers :

Aaron Davis
Director Product Marketing
OneSpan

Aaron is a seasoned technology product leader who brings over 15 years’ experience in developing go to market strategy across diverse industries including cybersecurity, mobility, and IoT. Aaron works closely with enterprise customers to understand their approach to optimizing customer facing workflows through digitization and is passionate about digital transformation. As Director of Product Marketing at OneSpan, he leads up the go to market strategy and execution for OneSpan Sign, the company’s digital agreement solutions portfolio.

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Paul Hindle
Editor
FinTech Futures

Paul Hindle is editor at FinTech Futures. He has over 7 years’ experience in editorial, production and management roles for print and online publishing companies.

He was previously News Editor for a global technology news start-up and has overseen the production and publication of over 500 books for two market-leading academic and technology publishing houses.