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Digital Workflows: A Faster, Easier and More Secure Way to Open and Manage Client Accounts

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Session Description

Why attend:
Thanks to Schwab’s suite of digital tools, it’s easier than ever to deliver a fast, seamless client experience when opening accounts and performing account management and maintenance actions. At each step, the technology pre-fills information, helps prevent errors, and lets your clients securely approve with a few taps on their mobile devices or clicks of a computer mouse.

Session details:
You want to be able to make a great impression on your clients from the very beginning—and that means delivering the best possible experience starting with the new account opening process.  Our digital tools use smart applications to help eliminate errors and rework, and enables quick, secure, client approvals. Learn how Schwab’s digital workflows help you improve the client experience for both new and existing clients:

  • Use the digital account open workflow to pre-populate forms with CRM data, leverage smart field technology to reduce errors, eliminate paper documents, and even include your firm’s documents --- allowing your clients to approve everything in minutes
  • With eAuthorization for move money transactions, your clients can easily approve checks, wires and journals anywhere on their mobile devices
  • Need to change a client address? Use the digital address change workflow to give your clients a simple, paper-free experience
  • Hear more about the strategy to expand the Digital Office capabilities

Additional Information
CE-1 hr
Technology Education Session
Session Schedule