57% of relationship managers are spending at least 1.5 days of their working week on customer onboarding admin, resulting in lost time that could be spent on acquiring new business and servicing existing clients.

As the front-line personnel in the relationship, the Relationship Manager is often stuck between a rock and a hard place; between the client looking for an easier and better experience and their compliance colleagues looking for more information.

In a financial services landscape where fast and frictionless service is paramount, a disconnected and lengthy onboarding process puts organizations at a distinct competitive disadvantage.

In our new whitepaper, we examine how organizations can redefine the role of the relationship manager into a strategic advisor that can build trusted relationships, enabled by intelligent automation and greater front-to-back office alignment.

Download this report to learn:

• The benefits of leveraging optimized straight through processing in your front office
• How to deliver a 360-degree customer view across your organization and re-use existing customer data to satisfy regulatory obligations and create upsell/cross-sell opportunities
• Why you should embrace a distributed KYC compliance model for better customer relationships