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.
Download The Latest AgendaDay 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