National Broker Dealer PlanMember Securities Chooses Silanis e-SignLive™ E-Signature Service Integrated with LaserApp Anywhere

Share Article

Leader in retirement services to eliminate NIGO rates with straight-through processing enabled by electronic signatures.

News Image
E-signatures in the cloud make sense for broker/dealers because they are accessible anytime, anywhere, through the portal. No complications, no compromise. With a few clicks, the advisor has a secure, enforceable, paperless contract.

Silanis Technology, a leading electronic signature provider, today announced that PlanMember Securities Corporation, a leading national, independent retirement services broker/dealer with $5 billion in assets, will use Silanis’ cloud e-signing service e-SignLive™ integrated with the online form filling application Laser App Anywhere.

The integration with Laser App will populate PlanMember’s forms with data from the advisor’s CRM, and hand off the forms to Silanis for electronic signature. Once securely e-signed, e-SignLive will seamlessly hand the documents off to PlanMember systems for true paperless processing.

By automating their account openings process and other account maintenance transactions with Laser App and e-SignLive e-signatures, PlanMember’s 500 independent advisors will be able do everything directly from their laptops and iPads – faster and more efficiently, without document errors such as missing data or signatures. Business rules within e-SignLive ensure that incomplete documents can’t be submitted for processing until all data fields have been filled out and all signatures/initials are captured.

With PlanMember based in California but transacting nationally, enforcing business rules is especially important considering the time differences between the home office and the east coast. On paper, any deficiencies in a customer’s paperwork are typically not found until the end of the business day, when offices on the east coast are already closed – which further delays the process.

"E-signatures provide a better experience for our customers and advisors, with the added benefit of strengthening our operational efficiency and regulatory compliance," said PlanMember Securities’ EVP and Chief Operating Office Terry Janeway. "We are pleased to be working with such an experienced e-signature partner. The Silanis integration with Laser App, as well as Silanis’ presence and reputation in the financial services industry, gave us the confidence to move forward with e-signatures."

PlanMember expects to see high adoption rates among its advisors, saying this group has long wanted the ability to complete transactions electronically, both in face-to-face and remote self-serve scenarios.

"Today, business moves at the speed of mobile. Advisors are connected and online, and can’t be tethered to printers and photocopiers. Clearly, they need the capability to respond to the customer, at the moment the customer is in front of them, wanting to do business," says Silanis CEO and co-founder Tommy Petrogiannis. "E-signatures in the cloud make sense for broker/dealers because they are accessible anytime, anywhere, through the portal. No complications, no compromise. With a few clicks, the advisor has a secure, enforceable, paperless contract."

Those interested in finding out more about Silanis’ partnership with LaserApp may register for an upcoming webcast outlining this partnership and its benefit to broker/dealers at http://www.silanis.com/about-us/events/e-signature-best-practices-for-laser-app-brokers.

About PlanMember

Headquartered in Carpinteria, California, PlanMember Financial Corporation and its operating subsidiaries PlanMember Securities Corporation, PlanMember Services Corporation and PFS Insurance Marketing Corporation has been an industry-leader for nearly three decades. With 500 registered representatives, a growing number of PlanMember Financial Centers across the country, $5 billion in assets under management and over 110,000 customer accounts, PlanMember is an approved retirement plan provider in 3,000 school districts and nonprofit organizations nationwide, with access to an additional 6,900 more employer groups. PlanMember has held the number one broker/dealer ranking since 2004 for asset-based revenue as a percentage of total revenue and in 2011 ranked in top ten for home office support for independent financial advisors with a 4 to 1 home office representative ratio. PlanMember Securities Corporation is a registered broker/dealer, investment advisor and member FINRA/SIPC.

About Silanis Technology

Silanis is the most widely used e-signature solution in the world, responsible for processing more than 600 million documents annually. Founded in 1992, Silanis’ solutions e-Sign Enterprise and e-SignLive enable thousands of organizations, including four of the top 10 North American banks, eight of the top 15 insurance companies and the entire US Army to accelerate business transactions, improve customer experience and reduce costs while improving compliance with legal and regulatory requirements. Silanis provides the most flexible deployment options with its on-premise, cloud and SaaS e-signature solutions, eliminating manual, paper-based processing and enabling e-commerce and e-government transactions to be electronically executed from start to finish. Learn more at http://www.silanis.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Sarah Milner
@SilanisTech
since: 08/2009
Follow >
Silanis Technology
since: 08/2012
Like >
Silanis Technology

Follow us on
Visit website