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CutterCast

Apr 30, 2020 10:30 AM - 11:30 AM ET    Online

Client Onboarding: Challenges and Best Practices

SUMMARY

SUMMARY

Automation is critical to efficient onboarding of asset and wealth management clients. This CutterCast explores member best practices for gathering client data and artifacts, determining suitability, completing documents, originating accounts, and transitioning assets.