Help your insurance agents secure their households' futures
Our Unified Data Fabric™ synthesizes data for holistic wealth management advice
Unified Data Fabric™: A Q&A with our Head of Enterprise Data and Analytics
Is your WealthTech platform designed for actual users?
Choosing a vendor, a supplier, or a true partner you can rely on
Hear a few of the benefits of digital onboarding.
Jed Maczuba: We recently rolled out digital onboarding to one of our clients, and we're seeing immediate productivity improvements. In particular, it's not only easier for the advisors when they're processing this, but the broker-dealers themselves, they are actually seeing less FTEs required to push through their existing volume. So we have real metrics that we can share around that.