Digital onboarding benefits
Jed Maczuba, May 20, 2022
Hear a few of the benefits of digital onboarding.
Video transcript
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.
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