Upcoming Webinar: Streamlining the Asset Transfer Experience
Attend on November 1, 2018, at 11 a.m. PT / 2 p.m EST
The challenges that financial institutions face in transferring assets using the Automated Customer Account Transfer Service (ACATS) system can impact a firm’s ability to develop and build client relationships. Complicated, time-consuming, and prone to errors, asset transfer can be a negative experience for investors and financial institutions alike. To find out how to transform the process, attend our webinar.
We’ll discuss and demo how you can use data aggregation technology to quickly gather the necessary account profile information, verify eligibility, and eliminate data errors that cause lengthy delays. Get the knowledge and know-how to easily transfer client assets into your firm, build client relationships, and increase investor satisfaction.
Learn how to:
- Layer technology on top of the asset transfer process to enable a faster and easier way to transfer client assets
- Gain access to the account and holdings data required to complete client TOA forms
- Minimize data errors by quickly verifying the data provided by users is correct
- Reduce user abandonment with an intuitive and easy transfer process
- Build your own asset transfer app with the Envestnet | Yodlee® API or use our Asset Transfer Service