Financial institutions are facing increasing expectations from clients to accompany them throughout their financial journey, supporting their decisions and seamlessly managing changes, from the simplest to the most complex situations.

Appway’s new solution Client Update for Smart Account Maintenance increases advisor productivity, empowering them to manage a client's material changes with ease while enabling collaboration with subject matter experts (SMEs).

Clients are served in a timely and hassle-free manner, strengthening trust and loyalty toward their financial firm.

Can’t attend? We’ve got you covered! Register and stay tuned for the webinar recording in a follow-up email.

You’ll learn about:

Current challenges and emerging trends in client and account maintenance management from industry expert Will Trout

Practical tools that can be applied at scale to solve many of the pain points financial institutions face

Our new Client Update solution with a live demo and see how it enables a digital yet personalized client experience

Who should attend our event?

Chief Information Officers

Project/Program Managers

Heads of Innovation

Heads of Front Office/Relationship Managers/Advisors

Heads of Compliance/Due Diligence Officers/Compliance Officers

Head of Operations/Back Officers

Q & A

Have your questions answered by our experts.