Wealth Management: Streamline Account Openings and Turnaround Documents in Minutes with DocuSign’s Electronic Signature Solution
Stay ahead of your competition by making it easy for your customers to do business with you. Improve your client experience by giving your customers a way to complete documents anywhere, anytime, on any internet connected device.
Watch our on-demand webinar and learn how to:
• On board clients and advisors in minutes or days, not weeks
• Eliminate document errors as well as faxing & overnight mail costs
• Maintain compliance for audit requirements
“DocuSign’s eSignature solution is an important component of our larger effort to enhance the experience of advisors and their clients by optimizing technology to streamline processes and reduce paperwork.”
- Neesha Hathi, Senior Vice President of Advisor Technology Solutions for Schwab Advisor Services
Watch to learn how you can stop wasting your time with inefficient processes and start closing transactions in minutes.