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Reimagining the Customer Experience in Wealth Management

Available On Demand

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. 
On September 9th, presenters from Celent and OneSpan will 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

Sponsored by



CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Awaad Aamir
Wealth Management Analyst


François Leblanc
Director Technical Sales


Aaron Davis
Director Product Marketing


David Bodamer - Host
Executive Director of Content & User Engagement
Wealth Management Real Estate