image description

Digitalizing the HNW Client Onboarding Journey in Wealth Management

Manual post section

Digitalizing the HNW Client Onboarding Journey in Wealth Management

Client experience has become the new battleground for Wealth Managers – indeed, today’s High Net Worth (HNW) client expects a frictionless digital banking experience and they are willing to experiment with non-traditional banking offerings to gain this level of service.

As the first touchpoint in the client relationship, the onboarding process is a critical opportunity for banks to create a lasting impression. However, many organizations are struggling to deliver a best-in-class client experience.

In Fenergo’s recent webinar on Digitalizing the HNW Client Onboarding Journey in Wealth Management, a panel of industry experts explored the current challenges facing private banking and wealth management firms with respect to client onboarding.

In this post-webinar report, we examine how wealth firms can transform client onboarding for High Net Worth Individuals (HNWIs) and maximize returns.

In this report, you will also learn: 

  • How to deliver a fast, frictionless client onboarding experience for HNW clients; 
  • Why data and technology integration are critical to streamlining operational processes;
  • The benefits of deploying new technologies, including OCR and RPA, for improved CX and greater efficiencies

Download the report now!


Please complete the form below to download this report.

previous report

AML, KYC, Sanction Fines, A Fine Mess We're In

next report

Global Regulatory Outlook 2019-2021
TOP ---- End of additional marketo related script required by Fenergo OLD -->