This comprehensive guide will help you navigate the process of selecting and building a strong technology stack for your wealth management office.
This article aims to demystify KYC, exploring its origins, relevance, components, and why it is indispensable in today's regulatory climate.
This year, Mako is proud to announce its attendance as a Bronze-level sponsor. We are eager to meet the expected 300 professionals in attendance to discuss the future of online onboarding in the wealth industry. These include portfolio managers, brokerage representatives, investment fund executives, and other key stakeholders in the wealth management sector.
Learn how Bold Wealth used Mako Fintech to switch custodians in 4 short weeks.
Client onboarding is an area of focus for advisors who are thinking about going digital. Often because this is typically an onerous task, but also the first interaction with a new client. Automating this first impression can make things smoother for the investor.
There are many benefits when firms and advisors provide client-centric services to retain their long-term customers, from recurring revenue to ongoing referrals. In amid of the Great Wealth Transfer and the rise of automated robo-advisors, it is now more crucial than ever to reprioritize and adopt good client service practices to win not just the wallet, but also the hearts and minds of generations to come.
Closing the gap between conventional financial advisors and robo-advisors will definitely help opting for human advisors a bit more apparent. Technology is rapidly advancing and will continue to do so in the future. It’s now high time for providers to embark on the digitization journey and transform their businesses, all for the better.