Eric Larkins, SVP, Director Of Strategic Solutions at Suntrust Private WM, Suntrust (Now Truist)
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Eric Larkins

SVP, Director Of Strategic Solutions
Suntrust Private WM, Suntrust (Now Truist)

Check out the incredible speaker line-up to see who will be joining Eric.

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Day One – Tuesday, May 19 Shaping Consistent And Seamless Digital Experiences

Tuesday, May 19th, 2020

3:55 PM Panel Discussion Remix: The Future Of The Client Onboarding Experience

Fintechs and robos that are not burdened by legacy infrastructure and security concerns have been able to make onboarding, a key part of wealth management, easy and efficient. In this session, Daniel Aguillon from Advisor Group and Eric Larkins from SunTrust will take a close look at the future of client onboarding and we’ll show you how you can evolve to keep pace.
• Understanding that onboarding begins with the first customer interaction and is a good opportunity for developing a strong client relationship
• Implementing a mobile app with onboarding utilities that will make the process quick and painless
• Creating an omnichannel onboarding process to meet the clients where they are
• Shaping an onboarding experience that is customer-centric and will increase retention and loyalty