The client onboarding process is a critical time to make a good first impression, and the right technology can make advisors really stand out.
Chattanooga, TN (PRWEB) May 28, 2014
SIGNiX, the leading provider of secure digital signatures, announced that John B. Harris, the company’s director of product management, will speak during a panel discussion called, “Making First Impressions Last—Optimizing the Client Onboarding and Account Opening Experience” at Pershing’s INSITE Conference on June 5.
“Savvy advisors know their clients use technology in their everyday lives, and they expect those experiences to carry over to every interaction they have—whether it’s online banking, booking a flight or working with their financial advisor,” Harris said. “The client onboarding process is a critical time to make a good first impression, and the right technology can make advisors really stand out.”
Advisors that attend this session will learn:
- The challenges of client onboarding
- Benefits of online onboarding
- How to transform the onboarding process with e-signature technology
- New advances on the horizon
Date: June 5
Time: Session 1—11 a.m., Session 2—1:15 p.m.
SIGNiX will also be showcasing their advanced digital signature solution and discussing their s eamless integration with Pershing’s NetX360 onboarding solution at booth #714.
“E-signature adoption is exploding among financial advisors, and this event will be the perfect time to spread the word about our unique technology,” said Pem Guerry, executive vice president of SIGNiX. “We’re honored to be part of such an innovative event and to promote our partnership with Pershing.”
SIGNiX, the most trusted name in digital signatures, makes signing documents online safe and secure. SIGNiX offers the only independently verifiable cloud-based digital signature solution, which combines convenience with best-in-class security. SIGNiX’s products help the world’s leading companies become more efficient, decrease risk and boost profits. For more information, visit http://www.signix.com.