
Automated Onboarding is Now Easier With AI
Automated onboarding for wealth firms reduces annoying pain points and significantly improves the experience for both advisors and clients.
Cody McKinney is a global financial services marketing manager with Salesforce, focusing on wealth and asset management. He has worked in the wealth and asset management space for his entire career and in multiple capacities, including at New York Life Investments, Stifel, and Morgan Stanley, before joining Salesforce.
Automated onboarding for wealth firms reduces annoying pain points and significantly improves the experience for both advisors and clients.
As clients want more proactive advice and personalized plans, it may be time to step your game up. We’ve outlined 3 ways you can improve the financial advisor-client relationship by thinking like a coach.
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