Offering anything other than a robust and captivating online pre-sale and account opening experience is one quick way to hamper the sales process whether with self-directed, robo-advisor or managed account clients.
An ineffective account opening process showcases a less than stellar first impression, to say the least.
Drilling Down on the Experience
This report delves into four areas of the online account opening experience:
The State of the Industry - Online Account Opening report highlights the best-in-class practices of the following firms:
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For more information about DALBAR's QAIB, please contact Cory Clark at 617.624.7156.