The reason behind the explosion of modern electronics communications tools is clear – the need and desire to communicate with clients over the channels of their choice. It’s not about technology per se – it’s about meeting your business goals by responding to client demands before your competitors can. Changing demographics mean that it is increasingly likely that your client uses email infrequently – if at all – and will expect to interact on a social or mobile network.

With the rapid adoption of social and collaborative platforms comes implications to supervisory review – and to financial services compliance more broadly – that are enormous to firms of all shapes and sizes.

Is your financial services organization required to comply with banking and/or securities regulatory compliance obligations? If so, watch our On-Demand session about the benefits of automating your regulatory change management (RCM) process. In this session, Elaine Duffus, Senior Specialized Consultant and Steve Annino, Director, Solution Engineering, provide practical steps you can take towards automating your RCM process, and an explanation of how Wolters Kluwer’s automated solutions could help you get there. Our regulatory change content can be implemented into our proprietary technology or yours, so you can continue conducting business as usual during these unusual times.

Digital onboarding is no longer a luxury but a necessity for wealth management firms today. The new norms of social distancing greatly reshape how clients will interact with their firms now and well into the future. Those who can manage to provide superior experiences to clients without asking them to leave the comfort of their home will rise to the top.

The impacts and lessons of this pandemic are many. The time to act is now. Firms that are able to quickly implement digital solutions to continue servicing their clients will notice a significant competitive advantage.

Join this session to learn no-fail agile implementation methodology so you can get a digital onboarding solution live, quickly at your firm.

Join an upcoming panel discussion with senior leaders from the buy side and sell side discussing technology transformation. This webinar focuses on how technologies such as AI, blockchain, the Cloud and digital are helping innovative firms adapt to challenges and creating new revenue streams.

Topics covered include:
• Adoption trends in next-gen technologies, based on a survey of 500 executives globally
• How the new normal has impacted technology strategies
• Overcoming hurdles and accelerating innovation
• Where are we heading? Future trends in next-gen technology