Effortless On-Boarding: Turning Investors into Clients through Process Automation

What customers really want is the simple things done right.

For wealth and asset management firms that means making a good first impression with an effortless on-boarding experience.  A BPM platform provides a seamless on-boarding experience that cultivates customer loyalty, turning investors into clients.

For our next process improvement webinar, Appian will partner with CEB TowerGroup to host “Effortless On-Boarding: Turning Investors into Clients through Process Automation,” tomorrow, Thursday, October 9 at 11:00AM EST.

Client on-boarding can often be a challenge, as it requires precise collaboration, and processes must be modified frequently to provide better service and stay ahead of new regulations. By its nature, the on-boarding process is cross-departmental, creating communication challenges, while legacy technology systems create inefficient manual processes.

Financial services organizations that implement successful on-boarding defend against early attrition, improve success with cross-sell and up-sell, and get revenue-generating assets in-house faster. Appian’s enterprise application platform lets financial services companies create solutions tailored to their unique business cases that foster rapid collaboration to shorten on-boarding time.

This session features knowledgeable leaders of the financial services industry who will share their experience on how to ensure effective and high-value client wealth management processes.

Peter Delano is a Senior Director at CEB TowerGroup, serving as Practice Manager for Insurance and Wealth Management, and is responsible for steering research and advisory services. Peter also leads an exclusive peer network of executives that drive technology strategy for wealth management in North America.

Peter K. Bennett is a Senior Managing Director of State Street Global Advisors (SSgA) and leads SSgA Interactive, an interdisciplinary information management and systems integration team. This program spans the supply chain including market, index and reference data along with core product and client information packaging, publishing and delivery support to SSgA’s global marketing, product and client facing teams.

Michael Heffner is Appian’s Financial Services Practice Leader responsible for driving Appian’s growth and aligning Appian’s vision to the challenges faced by today’s financial services sector. This includes using IT to drive business value, increasing operational excellence and driving new levels of customer engagement. Michael is a seasoned veteran who has helped organizations across the financial services industry achieve success through innovative approaches to problem solving.

We hope that you will join us for our latest thought leadership session. Register Now!

-Mike Ingrisano, Media Relations Manager