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TeamWork invites you to their webinar

Shaping the Wealth Management Industry with Digitalization: from client onboarding to pre-trade checks

About this webinar

WIZE by TeamWork invites you to join the webinar session showcasting how the wealth management industry can make the most of digital technology and solution to automate their processes from client onboarding to suitability pre-trade checks.

Key topics include:

  • Where is the wealth management industry focusing its digitalization efforts and what are the drivers for change
  • Key success factors for a digital transformation
  • Efficiency with an all-in-one solution: a used case on how to automate your client onboarding, your KYC and your suitability pre-trade checks with WIZE solution


Hosted by

  • Guest speaker
    G
    Marie-Cathy Carime WIZE by TeamWork

  • Guest speaker
    G
    Germain Chapart WIZE by TeamWork

  • Guest speaker
    G
    Cédric Baiker WIZE by TeamWork

  • Guest speaker
    G
    Pierre Dupont WIZE by TeamWork

  • Team member
    T
    Marketing TeamWork

TeamWork

TeamWork, a key player in consulting, technology integration, data valorization and innovation. TeamWork is partnering with its customers since 1999 to overcome their challenges in a fast changing technological world.