The account opening experience is rapidly evolving, as broker-dealers embrace digitization and straight-through processing (STP) for a faster, easier client experience. Explore how leading firms are rethinking their approach to account onboarding—whether leveraging clearing firm technology or relying on self-clearing platforms. Hear real-world perspectives on what works, the challenges of integration, and how digitization and STP can create scalable efficiencies. Uncover ways these innovations can strengthen business models, reduce risk and make the “welcome to our firm” moment a better experience for both advisors and clients.

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