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Putting Clients on a Digital Path

Session Speakers
Session Description

Why Attend
Learn what you can do to simplify and improve touchpoints with your clients by enabling them to easily complete tasks online, reduce fraud risk, and eliminate unnecessary paper.  

Session Details
Clients often ask questions like “Why do I get so much paper?” and “How can I quickly access my information anytime day or night without needing to call anyone?” A Schwab subject matter expert will highlight the benefits for your clients and for your firm of moving the right interactions online. Learn how to better articulate the benefits to your clients as well as the steps you can take and the tools available for improving your clients’ experience through digital interaction.

This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting us in the Schwab Center.   

Additional Information
Not Available
Technology Education Session
30m
Sponsored By


Booth: 631-17
Session Schedule