Sophie Schmitt
Senior Analyst, Wealth Management
Aité Group
David Fetter
CEO
Quadron Data Solutions
Sheri Facinelli
EVP
Quadron Data Solutions
For more information:
sales@quadrondata.com
877-348-2838
The account opening process generally involves multiple actors and systems that are often poorly integrated. Many registered representatives of broker-dealers continue to face inefficient account opening processes laden with paperwork that must be filled out by hand and lack workflow visibility across account types. If these processes are not fixed, they will continue to have a negative impact on both the front and back office.
Aité Group’s upcoming whitepaper, entitled Account Opening Pain Points in the Front Office: Advisors in the Dark, will examine the challenges around account opening inefficiencies and detail findings from a survey conducted with 515 U.S. financial advisors and 300 registered representatives of broker-dealers.
Please join Quadron Data Solutions for a webinar on these topics on October 25th at 12:00 pm ET and you will receive a complimentary copy of the whitepaper.
Other topics to be covered will include: