Advisor Technology

MODERATOR

David Armstrong
Editor-in-Chief and Executive Director of Content and User Engagement

WealthManagement.com

Tuesday

2:00 PM ET

11:00 AM PT

Optimize and Modernize Customer Onboarding

The wealth management industry continues to transform at a rapid pace in response to customer needs, regulatory developments, digital expectations and technology advances. In order to remain competitive, firms and advisors need to embrace digital transformation in every aspect of their business. However, customer onboarding processes continue to present meaningful challenges for advisors due to high volumes of paperwork and manual processes and workflows that compromise productivity and distract them from focusing on what matters most — their clients. Learn more.

Join industry specialists from RBC, Salesforce, MuleSoft and Deloitte Digital to:

• Learn how RBC Wealth Management accelerated their onboarding process to improve advisor productivity
• Hear practical insights on how to digitize and simplify the onboarding process
• Discover how unlocking and integrating siloed data and legacy systems and automating workflows creates a single view of the customer

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

PRESENTER

Greg Beltzer

Vice President, Advisor Platform and Technology
RBC Wealth Management

PRESENTER

Cory Haberkorn

Senior Manager, Industry Advisor, Global Wealth & Asset Management
Salesforce

PRESENTER

Alexander Solomon

Industry Marketing Manager Lead - Financial Services, Insurance and Wealth Management
MuleSoft

PRESENTER

Rick Reuter

Principal and Deloitte Digital FSI Leader
Deloitte Consulting LLP