Capturing Competitive Advantage from Compliance - a New Client Onboarding Study from Appway

1. Introduction

WealthBriefing and Appway are launching a new onboarding study which will provide wealth managers with a barometer of where their processes currently stand against those of their peers, along with best practice insights for their future enhancement.

By taking just five minutes to participate in this survey you will gain priority access to a wide-ranging research report on onboarding which will be published later in the year and accompanied by a series of thought-leadership events in the US, UK and Europe.

Appway and WealthBriefing are keen to hear from as many wealth management professionals as possible, so please do invite your colleagues to take part in the study too.

Thank you for your time.


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