Industry Innovation Lunch Session - Transform Wealth Management Client Interactions With Digital Onboarding And E-signatures

12:00 p.m. - 1:00 p.m.
Wealth management clients – whether high net worth individuals or the mass affluent - have become more sophisticated and are demanding high-quality, multi-channel digital experiences that meet their needs. Towards that end, technology investments for capabilities like electronic signatures are becoming vital for their ability to streamline processes, which include client onboarding - an area of focus for both retail and institutional firms and banks.

With e-signatures, not only are organizations able to enhance the client experience, they can also build in the controlled workflows necessary to meet increased regulatory demands with a compliant environment that protects all parties involved - the institution, the advisor and the customer.

During this expert discussion with Appway and eSignLive, you will learn how combining technologies like e-signatures and digital onboarding facilitate seamless client interactions, empower wealth management advisors, and help businesses gain a competitive edge in the Digital Age.