This post is the seventh installment of our Adoption Playbooks series: “Providing a deployment framework to maximize results.” Check back each week for the latest blog post authored by a member of our Customer Success Architect (CSA) team where we will share deployment best practices from real-world implementation experiences in the field.  We hope you will find these blog posts insightful. 


In Financial Services and Wealth Management, you are constantly working to improve three key client areas:

  • Ease of use/Client experience
  • Compliance
  • Customer transaction velocity


So, how you can best achieve that?

Forms and signatures are the lifeblood and the bane of Financial Services and Wealth Management. There are forms for each activity and often times there can be variations on those forms for specific circumstances. Having the clients fill out all the required information appropriately can be a nightmare, sometimes involving contacting the customer at a later time to correct the form. Automated guidance for completing the digital form, including field validation, can greatly decrease the frustration of the client who just wants to get something done.

With every transaction, there is always the worry about compliance. Did the client receive and read the proper disclosure? Was the client’s consent appropriately captured in all the required places? Was the client’s identity properly authenticated? Do we have evidence to back this up if any of this was contested?

What about a Digital Transaction Management (DTM) solution? Each interaction would be automatically recorded and made part of the permanent record. The built-in navigation that comes with electronic signing ensures all required fields are filled. A variety of authentication methods are available to ensure the signer is who you expect them to be.

Everyone knows that decreasing the time between the start and finish for customers’ transactions sends customer satisfaction through the roof. It is also true that in a lot of cases, such as account opening and asset transfer, that it can also increase revenue. This is the real key to conducting business digitally – the electronic signing can be directly linked to your backend systems, which can act on the request immediately, without need for translation. “Signed and done” can be a reality!

To help make this a reality, please contact to learn more. 

Please share your thoughts and your digital business experience in the comments below!