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Optimize and Modernize Customer Onboarding


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The wealth management industry continues to transform at a rapid pace in response to customer needs, regulatory developments, digital expectations and technology advances. In order to remain competitive, firms and advisors need to embrace digital transformation in every aspect of their business. However, customer onboarding processes continue to present meaningful challenges for advisors due to high volumes of paperwork and manual processes and workflows that compromise productivity and distract them from focusing on what matters most their clients.
Join industry specialists from RBC, Salesforce, MuleSoft and Deloitte Digital to:
Learn how RBC Wealth Management accelerated their onboarding process to improve advisor productivity ....

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Stifel Financial Corp (SF) Q1 2021 Earnings Call Transcript


Operator
Thank you for standing by and welcome to Stifel Financial s First Quarter 2021 Earnings Conference Call. [Operator Instructions]
It is now my pleasure to hand the conference over to Mr. Joel Jeffrey, Head of Investor Relations.
Joel Michael Jeffrey
Senior Vice President of Investor Relations
Thank you, operator. I d like to welcome everyone to Stifel Financial s First Quarter 2021 Financial Results Conference Call. I m joined on the call today by our Chairman and Chief Executive Officer, Ron Kruszewski; our Co-Presidents, Victor Nesi and Jim Zemlyak; and our Chief Financial Officer, Jim Marischen. Earlier this morning, we issued an earnings release and posted a slide deck to our website, which can be found on the Investor Relations page at www.stifel.com. I would note that some of the numbers that we state throughout our presentation are presented on a non-GAAP basis, and I would refer you to our reconciliation of GAAP to non-GAAP, as disclosed in o ....

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La débâcle d'Archegos n'aura pas épargné UBS au premier trimestre

La débâcle d'Archegos n'aura pas épargné UBS au premier trimestre
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