The August 2022 Aite-Novarica report Digital Client Onboarding in Wealth Management: State of Play by Meghna Mukerjee analyzes the shift from traditional to digital onboarding, accelerated by the pandemic. It outlines the benefits of digital onboarding, such as improved client experience, faster processing, and better compliance, while addressing pain points like system integration and regulatory complexity. The report presents best practices, key vendor capabilities, and notable industry initiatives, highlighting how wealth managers can leverage digital tools to streamline onboarding, enhance engagement, and gain a competitive advantage.

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