Onboarding, Reimagined: How Asseta and ORCA Apply AI Across the Client Journey

​Join Dean Palmiter, CEO and Co-Founder of Asseta, and Tomas Hurcik, CEO and Co-Founder of ORCA, for a live conversation on how AI is changing client onboarding.

​Onboarding sets the tone for every client relationship. In the past, teams had to trade speed for depth. With AI, both teams now onboard clients faster and go deeper than was possible before. Dean and Tomas will show how each team applies AI at every stage of the client journey, from first contact to a fully active relationship. They will explain how this shortens time to value and builds a fuller picture of each client from day one.

​Who should attend: family office principals, executives, and advisors, along with wealth managers and operations leaders who own the client experience.

​Live on Zoom, with time for your questions.