Session: Client-Led
Wells Fargo Streamlines the Estate Settlement Process for its Customers
Date and Location
June 10, 2024, 3:15PM - 4:00PM PDT
Premier Ballroom 317
Speaker(s)
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Sangeeta DossHead of Estate Care CenterWells Fargo
With an aging Baby Boomer population, an astonishing $70 trillion in assets will change hands over the next 20 years! This moment of truth for banks requires a balance of empathy and efficiency to handle the crucial journey of estate settlement. Learn how Wells Fargo's Estate Care Center (ECC) has harnessed the power of Pega's intelligent automation to support responsible parties and bring simplicity and compliance to the process, all while building trust and loyalty along the way.