Did you know that only 50% of an advisor’s time is spent working with clients?*

 

Why? 👀

 

The demands of time-intensive operational functions including compliance, marketing, HR, administration, finance, and legal leave limited time for actually managing client relationships.

 

To solve for this problem, you’re probably looking for a digital account opening solution. But ensuring that it’s an integrated solution that starts with an engaging financial planning experience, segues to tailored investment recommendations, and finishes with a digital account opening and funding will be the key to your differentiation.

 

In this white paper, you’ll learn how utilizing an automated account opening solution can help you:

• Provide an outstanding wealth management client experience
• Scale and create tremendous efficiencies in your business
• Free up valuable resources to focus on new markets and fuel business development

*https://www.kitces.com/blog/how-do-financial-advisors-spend-time-research-study-productivity-capacity-efficiency/

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