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Going broad and deep with integration partners

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1 month 1 week
Schwab ID
A120982
Submitted by john.lee on Mon, 08/27/2018 - 19:55

Transcript

Andrew Salesky, SVP of Digital Advisor Solutions

Many advisors use several third-party technologies. Each is important, but getting them to work together can be challenging, requiring separate operational management, including data re-entry.

Our plan is to be both broad and deep. We’re streamlining our process and adding resources to accelerate the on-boarding of the providers that advisors value most. And of course, security and quality continue to be our ongoing focus and commitment.

We’re also seeking to go deep in our integrations to further optimize operations. We’ll achieve this objective by ensuring capabilities we develop for our proprietary platforms are available to third parties. This approach will enable you to streamline end-to-end workflows like client onboarding. For example, you’ll be able to securely open an account, or change an address, through your CRM.

I hope you share our excitement for this direction. We'll keep you updated through events like IMPACT, webcasts, communications, and more.

We also want to hear from you. I encourage you to share your feedback directly or with your local Schwab team, ensuring we’re providing the technology you need. Thank you for your business and your trust in Schwab.

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