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TeamWork invites you to their event

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

About this event

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

  • Team member
    Marketing TeamWork

  • Guest speaker
    Pierre Dupont WIZE by TeamWork

  • Guest speaker
    Germain Chapart WIZE by TeamWork

  • Guest speaker
    Marie-Cathy Carime WIZE by TeamWork

  • Guest speaker
    Cédric Baiker WIZE by 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.