Transforming Client Account Openings Into An Efficient,
Successful Process

Thursday, October 21, 2010
9:00 am PT / 12:00 pm ET

Despite the fact that customer satisfaction is heavily influenced by the client on-boarding process, new account openings remain a challenge for most financial firms.

Join Wall Street & Technology's senior editor Melanie Rodier, Doug Dannemiller of Aite Group, Bhavani Balasubramaniam of Cosi Consulting and James Heyman of EMC to learn about best practices and key components of a successful client on-boarding process, including customer interaction, reporting and customer communications management.

In this one-hour webcast, you'll learn about:

• Key components of a successful Client Account Opening project
• How to balance between trying to solve everything and implementing a partial solution
• The role of customer communications in the account opening process
• Options for delivering personalized communications through multiple channels       

Watch it now!