In the midst of changing client behaviors and suspended in-person interactions, the time to deliberate “when to digitally transform” is over. Having the right digital tools in place to serve your existing and prospective clients has become a must-have, not a nice-to-have. Are you prepared to start your digital journey and address the frustrations that your clients and advisors are experiencing from a manual paper-based process?
Join F2 Strategy and Harvest Savings & Wealth Technologies as we dive deeper into:
- Digital tools bank trust and wealth executives are using to operate effectively in this remote working environment
- How you can implement a simple digital tool to streamline your trust and wealth account opening workflow, reach a faster time to revenue, and start opening client accounts faster