Signatures are an essential part of the client lifecycle in wealth management. They are a representation of the continuing relationship with your clients. Paper processes, however, are slow and fraught with error.

Learn how to improve, secure, and accelerate every client decision and approval with DocuSign while reducing operation costs. See how wealth management firms are removing paper from the processes to focus on client’s financial needs, improve their user experience, and gain visibility into the status of customer’s transactions.

Download this brief and learn how:

• The digital signature process can reduce your operating costs
• To speed up decision making while providing a better client experience
• To easily access data across all your forms
• To streamline all your documents into one transaction