Lasalletech Blog Enhancing the Client Experience with Automated Onboarding

Jacob Northey, Product Manager Certification & Testing for CameronTec, examines ways in which sell side's can automate client onboarding to offer an enhanced customer experience and grow their business. With sell side's today under immense pressure as regulators crack down on risk, the knock on effect for brokers is the need to increase capital reserves and cut back on highly leveraged proprietary trading. In parallel, ultra-competitive markets are spelling diminishing [...]The post Enhancing the Client Experience with Automated Onboarding appeared first on Lasalletech Blog.Related posts:Reducing Costs and Speeding Revenue with Automated On-boarding Best Practices Group for Automated Onboarding Now on LinkedIn Client Centric FIX Infrastructure is Key to Unlocking Business Intelligence