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Schwab’s Newest, Easiest, and Fastest Way to Open New Accounts – 100% Digitally

Session Speakers
Session Description

Why Attend
Take the first step toward a truly all-digital office with Schwab’s digital account open tool.  Learn about upcoming functionality, and how you can begin opening account applications electronically today.

Session Details
Adopting digital workflows is vital to help you match the efficiencies offered by new competitors, and to meet the high service expectations of the next generation of clients. Find out how Schwab’s digital account open tools can help you offer clients a better welcome, by:

  • Integrating with the client data already in your CRM
  • Ensuring you enter data correctly the first time with smart fields, reducing follow-up calls to your clients
  • Presenting multiple agreements in a single experience, including your firm’s Advisor Documents
  • Eliminating paper forms and even electronic signature, with clients approving via a simple electronic authorization process via mobile or web
  • Reducing the cycle time of opening an account from days to minutes

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 Approved for Credit, CPE-1.5 hrs
Technology Education Session
1h 15m
Session Schedule