Elevate client experience and improve advisor productivity with DocuSign & Skience
Live Stream | 10 February 2020, 1:00pm EST
What if your advisors could focus all their time on clients versus administrative tasks? Digital technologies are not new, but with the right platform you can digitize compliance requirements for advisors as well as make complex processes like broker transfer streamlined and efficient. Join our live Skience & DocuSign webinar to see how we can empower your advisors to digitize new account opening (NAO), easily capture information and integrate back end systems.
Sanjeev Kumar – CEO, Skience
Patrick Meyer – Manager Solution Engineering, DocuSign