Account Open - Wealth Management
Account Open - Wealth Management
5 PagesAccount Open Wealth Management Case StudyOverview Major North American Financial organization was looking to automate their account open process in their wealth management division. Note: Please contact us to receive complete case study.Business Challenge • Paper intensive account open process • 90 different forms • 2,687 independent financial advisors in 688 branches in multiple jurisdictions manage and administer $41.5B in assets • 1,200,0
