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4 in 5 WMs have made “poor to no progress” in onboarding: Fenergo

Eighty per cent of wealth managers have made little progress in improving onboarding-related straight-through processes (STP) and integration over the last five years, increasing concerns around dropouts, particularly given the growing number of younger investors, according to CLM provider Fenergo. “In the last five years, banks haven’t really made many inroads in the STP journey,” Steve D’Souza, Fenergo’s head of…

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