Transform client onboarding from end to end

Register now

* All fields are required

Available live times (choose one)*:

Choose your session

Please choose a session

First name*

Error: Please enter your first name.

Last name*

Error: Please enter your last name.

Business email*

Error: Please enter your email.

Phone number*

This fields is required

Job title*

This fields is required

Company*

This fields is required

Company size*

This fields is required

Country*

This fields is required

Banks and wealth managers lose too many new client relationships during onboarding. The process still takes weeks, spans too many systems, and puts the burden on your ops team to hold it together.

In this session, you'll follow a wealth management onboarding from the first document to signed agreement, all on one governed platform. You'll see how AI compresses KYC document review from hours to minutes, automation replaces email-driven handoffs, and the full cycle moves from weeks to hours with permissions, governance, and audit controls in place.

Topics we’ll cover:

Digitize document intake so clients submit requested documents through one secure experience
Apply AI to KYC (Know Your Customer) document review and get answers with citations back to source documents in minutes, not days
Automate approvals and e-signatures so agreements generate, route, and close without leaving the platform
Maintain full audit trails so compliance can see what was reviewed, who approved it, and where it's stored

Speakers

Jake Lauer

Sr. Product Marketing Manager