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Wealth Dynamix


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PAM Digital Series Round Table – ‘Digital Onboarding in Wealth Management’

WDX will be hosting an intimate round table with PAM Insight and Accenture to explore digital onboarding with selected industry experts.

We hope to cover the following points:

  • How technology can be leveraged to create a paperless onboarding process for client
  • Reducing the time and cost of opening accounts through a fully integrated digital onboarding strategy
  • Utilising technologies such as Video Chat, Secure Messaging & Portals to offer a seamless client experience
  • The potential applications of analytics in the onboarding process