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

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