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Digital onboarding benefits

Jed Maczuba, May 20, 2022

Hear a few of the benefits of digital onboarding.

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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.