Transforming wealth management onboarding and compliance
On Demand Webinar
Find out more about the impact of low-code automation and AI in streamlining onboarding and compliance processes in wealth management
Explore how automation and AI can significantly streamline onboarding and compliance processes in this on demand webinar, specifically tailored for wealth management professionals.
You will learn from industry leaders at jaam automation, Prospero and Nintex as they demonstrate how the Nintex low-code platform, enhanced by AI, is creating efficiencies, improving compliance and automating process in client lifecycle management.
Webinar highlights include:
- Challenges in wealth management
We dive into common onboarding and compliance hurdles, from regulatory reporting to manual data handling, task tracking and time-intensive document generation
- Case study
Understand real-world impact of low-code automation for onboarding and compliance
- Solution showcase
Discover how the Nintex low-code platform, coupled with AI-driven tools, can address these challenges through:
- Self-service data collection, process flow automation and document generation with e-signatures
- KYC (Know Your Customer) with AI-powered name checking and enhanced customer due diligence to enable real-time identity checks, risk scoring and compliance reporting
To stay at the forefront of digital transformation in wealth management, view the webinar
By watching the webinar, you will understand more about how AI and automation reduce regulatory risks and streamline onboarding. You will learn best practices for integrating low-code solutions to scale you operations and you will gain insights into enhancing client experience and operational efficiency in wealth management.
