Tackling More Regulation and Less Client Loyalty — How to Compete in Wealth Management

Tackling More Regulation and Less Client Loyalty — How to Compete in Wealth Management

Thursday, October 20th, 2016
2:00 PM ET / 11:00 AM PT

Join this complimentary webcast, presented by ThinkAdvisor, where industry veterans will present a case study to help you understand the critical role document management can play in your firm as well as their practical operational advice for running a viable business.

In a volatile climate of constant change, wealth management firms have to be highly adaptive to ensure a viable business. CEB research shows that 77% of wealth firms rank their strategic responses to regulation as high priority for 2017, but they also have to address the competitive climate of client disloyalty – nearly 70% of high net worth clients consult two or more wealth management firms.

Enterprise content management (ECM) technology can play a key role in equipping advisory firms to:

  • Meet the Department of Labor fiduciary requirements
  • Boost advisor productivity to free up time with clients, and
  • Automate a high quality client onboarding experience ensure great first impressions and reduce administrative costs.

Register Now!

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