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  5. ウェルスマネジメント業界における顧客オンボーディングジャーニーの最適化

ウェルスマネジメント業界における顧客オンボーディングジャーニーの最適化

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2023/02/14
アシュレイ・ロングボー

Enabling Secure Integrated Onboarding Experiences with Cisco

Against the backdrop of client-advisor expectations for hybrid communication styles and digital channels, the wealth management industry is in a new era of data production and data management. When combined, these factors make client onboarding, a largely manual and paper-based process, primed for innovation.

I had the great opportunity to discuss client onboarding with Al Slamecka, Global Financial Services Lead for Cisco’s Industry Solutions Group, and learn how Cisco is supporting the current wealth management onboarding environment. Watch our interview here: Optimizing the Wealth Management Client Onboarding Process - Financial Services - Cisco Video Portal