DocuSign for Wealth Management - Digitise to meet the needs of today's wealth management client

The wealth management industry is amidst of significant change—evolving client demographics, shifts with advisors, renewed demand for digital client interactions, and an intense focus on compliance regulations. Unfortunately, paperwork, manual processes and workflows slow down advisors and distract them from focusing on what matters most—their clients. As a result, wealth firms need to balance compliance-friendly systems with elegant digital forms and agreements for their customers and advisors.

Watch this on-demand webinar to see how DocuSign can help you deliver:

• Superior onboarding processes through integrating experiences within customer and advisor portals, websites and apps.

• Convenience through the rest of the client lifecycle with client-centric experiences for agreements for account maintenance, funds transfer, estate planning and ongoing compliance activities.

We'll share the tangible benefits of DocuSign experienced by customers, followed by a demonstration showcasing DocuSign solutions in action.