Adapt and thrive: 3 top trends in client onboarding for 2018

first_imgThe wealth management marketplace is changing fast! With the arrival of FinTech challengers, the changing expectations of tech-savvy customers, and the shifting regulatory environment, wealth management leaders are being challenged to identify what the top firms will look like in 5 or 10 years, and how to make the right investments to keep their firms among them.As a result of these shifts, many firms are looking at their client onboarding processes. They are evaluating how well these meet the needs of clients and advisors currently, and also how well they are poised to respond to changes in the industry. In discussion with industry leaders, here are 3 trends we  predict will influence client onboarding in wealth management over the next few years.1. An ever-increasing focus on client experience. Today’s customers are busier than ever. They simply don’t have the time for long preliminary meetings, or to travel to an advisor’s office to sign paperwork. And when they do meet with their advisor, they want the focus to be on holistic financial advice, not account administration.Tomorrow’s top firms are already responding to this situation by reducing the number of steps to onboard customers and maintain accounts, and by implementing technologies like e-signing and remote ID capture to keep office visits to a minimum. We also expect these same firms to explore cutting-edge technologies like biometrics, to keep their customer experience as streamlined and simple as possible. continue reading » 7SHARESShareShareSharePrintMailGooglePinterestDiggRedditStumbleuponDeliciousBufferTumblrlast_img read more

Discontinue the blame game over Ghana league delay- Jawula

first_imgFormer Ghana Football Association(GFA) chairman Lepowura MND Alhaji Jawula wants the blame game to the late start of the Ghana premier league to stop.This season’s league is yet to start following an impending court case between the Ghana FA and Kumasi King Faisal football club.Premier league clubs have been crying over the incident as it is affecting them financially.Generally, the Ghana Football Association and president Kwesi Nyantakyi have received chunk of the blame for the delay. But Lepowura MND Alhaji Jawula wants a positive approach to ending this  current impasse.“The blame game will not help, I m suppose to be one of the stakeholders who should mediate if it is possible,” he told Joy sports “If I say now that it is King Faisal or is the GFA then I have thrown a spanner into the web, it will not help find a solution.“We are looking for a solution so we must all tone down and ensure that we don’t take a hard position.”last_img read more