Onboarding Trends for Wealth Management 2021

Sponsored by: Appway

Focused on:

  • Onboarding Trends In Wealth Management

Date: 30 March


Time: 2PM London / 3PM CET

Transformation is no longer an option

In an effort to overcome the challenges of our current circumstances, financial services businesses must act to ensure and enhance operational resilience and agility, provide stable and secure alternative working environments, and accelerate investments in cutting-edge digital tools to better connect with their clients and employees. All the while, players in the financial services industry are feeling the pressure to convert more prospects and better secure their client relationships. In wealth management, onboarding is the critical first step in establishing a client relationship; a business’s ability (or inability) to exceed expectations can determine whether the client relationship is long-lasting or short-lived.

Are you able to anticipate and satisfy your potential clients' demands from the outset rather than react ad hoc and risk losing their loyalty before the relationship has begun?

Join our upcoming webinar to get to know the trends in client onboarding for wealth management in 2021 so you can stay ahead of the curve and respond to them before the competition.

Presented by

Chiara Gelmini,

Senior WM Marketing Manager

Chiara Gelmini is a passionate thought leader and strategist specializing in financial services business activity with particular focus on client lifecycle management. Chiara brings over 10 years of experience working in the following sectors: private banking, wealth management, retail banking, and regulatory compliance. She drives and oversees all aspects of marketing and communications for Appway’s wealth management offering, which covers the full client lifecycle.

In her time at Appway, Chiara has also covered the role of Business Practice Manager, driving the business-side development of the Appway Solutions portfolio, and served as Business Consultants Function Lead, growing and leading the Appway Business Consultants global team while overseeing the Appway consulting methodology tools from conception to evolution. Prior to joining Appway, Chiara served as Front and Compliance Officer for an international external asset manager based in Switzerland.

Andrew Besheer,

Head of North America

Andrew Besheer is responsible for leading Appway’s go-to-market strategy for the United States and Canada, as well as representing the voice of the client for Appway’s solutions development and programs.

Prior to joining Appway, Andy spent 16 years at Broadridge Financial Solutions where he held a number of positions. As founding President of Broadridge Advisor Solutions, he was responsible for Broadridge’s front office and advisor-facing solutions, which was comprised of advisor websites, financial planning content, digital and print marketing solutions, and data aggregations solutions. Prior to that role, he was President of Customer Communications, where he led the transaction, print, and electronic document storage businesses. Andy also held a series of product management and strategy-related roles and was GM of the electronic solutions business. Before joining Broadridge, Andy was a Vice President at Instinet and at NatWest Capital Markets, accountable for components of their respective middle and back offices.

Key Learning Objectives

  • Get to know the onboarding trends in wealth management for 2021
  • Gain confidence anticipating and satisfying wealth management clients’ demand
  • Learn about industry best practices and track your progress towards them


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