Best Practices in Wealth Management: Accelerate Time to Assets Under Management
Wealth Management firms today must be easy to do business with, both for customers and brokers. Implementing electronic signatures with DocuSign can significantly improve your customers’ experience while dramatically reducing time to revenue, cutting costs, and seamlessly integrating with back-end systems.
View this on-demand session and learn how DocuSign can be used to streamline a broad array of wealth management use cases, including new account openings, advisor onboarding, transfers of assets, account change forms, and IRA and 401k rollovers.
You will learn how DocuSign can help you
- Reduce the time to bring assets under management
- Delight clients and brokers
- Drive NIGO rates to zero
- Reduce costs for paper, ink, couriers, and overnight shipping