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Deliver personalized wealth management with efficiency and scale.

To our way of thinking, onboarding is much more than an operational event. It sets the tone for your client relationships. Cognizant Client Onboarding takes a holistic view towards client engagement and data collection, as well as information delivery, notification and activation. 
Cognizant Client Onboarding for wealth management includes:
  • Use of our design-thinking approach to create convenient, efficient experiences 
  • An end-to-end operating model for client, advisor and operations, so your organization digitally engages and services new clients and accounts
  • Omnichannel collaboration to provide transparency and maximize client/advisor experience while meeting onboarding goals that drive business value
Learn more about what our Wealth Management practice can do for your organization.

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