The effort made by Deutsche Bank Wealth Management to optimise its onboarding process has yielded results: newly joined RMs are able to open client accounts and move assets with greater ease, despite pandemic-induced restrictions on in-person meetings with clients. Deutsche Bank’s determination to overhaul its onboarding process began in 2018 after an Asian Private Banker COO roundtable. Lok Yim, Deutsche…
More new clients, significant NNA: Deutsche Bank WM reaps the fruits of its onboarding transformation
