Money movement is one of the most frequent requests for advisors and financial services firms. Between ACHs, ACATs, check disbursements, distributions, journals, wires and more, brokerage and wealth firms process millions of transactions each year. So, why is one of the most critical, common processes considered mundane instead of an opportunity to serve and impress clients?
In our upcoming webinar “Panel Discussion: Best Practices for Asset Movement Automation,” financial services veterans Brian Holm and John Dunkel will share their perspectives from leading large-scale enterprise money movement projects. Each will share their own best practices, lessons learned and recommendations for transforming money movement from a mundane process to a competitive advantage. Reserve your spot at the webinar by clicking the button below!