The Wealth Management Customer Service Roundtable provides a platform to discuss a broad range of topics and challenges related to servicing strategy, including how peer organizations are managing compliance issues, improving operational efficiency and effectiveness, and recruiting, training, and retaining a productive workforce.

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Sample meeting topics include:

Non-Telephone Channels 

Best practices used to implement and maximize effectiveness of digital channels as well as increase self-service amongst participants

Regulatory Issues 

How other organizations are managing complaints through quality assurance programs, issues surrounding fiduciary definitions, changes in how hardship loans can be processed, and other timely topics

Fraud and Authentication

Best practices used to help mitigate fraudulent attacks upon plan sponsor portfolios as well as discussions on how to balance security so as not to impact meet the participant experience in a negative manner