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Streamlining New Account Opening: Existing and Future Technologies to Simplify the Process

Session Speakers
Session Description

Why Attend
Discover how using Schwab’s online account opening tool can help you streamline the process of onboarding new clients in just minutes.

Session Details
When you’re done with the hard work of winning new clients, the next step is setting up their accounts so you can begin building the relationship. Schwab’s online account opening tool streamlines the process for you and for your clients by electronically originating new accounts. A subject-matter expert will share the benefits of using the tool, how to get started, and upcoming enhancements that will make the tool even easier.

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
N/A - Not Approved for Credit
Technology Education Session
30m
Sponsored By


Booth: 631-17
Session Schedule