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Sep 08, 2021

This research provides insights into the status quo of digital onboarding in wealth management and a comparative assessment of vendors that supply onboarding solutions specific to wealth management.

In wealth management, onboarding is often considered a challenging exercise. Due to stringent regulatory requirements and a lack of digital infrastructure at the firm-level, onboarding new clients can be a complex process. At the same time, the COVID-19 pandemic has presented itself as a catalyst for digital transformation. Digital onboarding is a high priority today, driven by ever-increasing compliance requirements and clients' expectations of digital-first services.

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