Financial Services Expert to Speak About Online Onboarding at SIGNiX Live Webinar

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CEB TowerGroup research director, Darrin Courtney, to discuss latest digital onboarding trends in the wealth management industry

SIGNiX, the leading provider of Independent E-SignaturesTM, announced today that it will be holding a live webinar hosted by a CEB TowerGroup financial services expert. Darrin Courtney will host the complimentary webinar titled “Online Onboarding Metrics That Matter: How Do You Measure Up?” at 1 p.m. EST on Tuesday, April 28.

“As investors become more digitally engaged, and wealth firms become more focused on proving the value of their advice to their clients, it is not surprising that ‘improving client onboarding’ is one of the top 3 areas of focus in 2015 for wealth firm executives,” said Courtney. “I am looking forward to co-presenting at the upcoming SIGNiX webinar, not only to share some of our research around client preferences, advisor needs and the risks and values associated with BPM and ECM technology, but also to learn about how SIGNiX is addressing these issues as an important component of the onboarding experience.”

Attendees of this live webinar will discover the latest client onboarding trends as Darrin Courtney answers questions, including:

  • Are my competitors using digital tools?
  • Which clients prefer digital interactions?
  • What are the risks of adopting onboarding technologies?

All registrants will get a recording of the webinar.

Participation in this event underlines SIGNiX’s continued involvement in, and support of, the financial services industry. SIGNiX’s technology replaces the time-consuming process of sending, receiving, fact-checking and filing paper documents. Instead, financial services professionals can prepare documents in seconds with the assurance that every finished document will come back without missing signatures. SIGNiX stands out from its competitors by offering a highly secure and legally compliant way to sign documents online with technology that is independent of the vendor and its website.

To register for "Online Onboarding Metrics That Matter: How Do You Measure Up?" please visit http://www.signix.com/webinar-client-onboarding.

About SIGNiX
SIGNiX, the nation’s leading provider of Independent E-SignaturesTM, makes signing documents online safe and secure. SIGNiX’s cloud-based service uses patented technology to give businesses the most secure and legally defensible digital signatures available at a fraction of the cost of paper. 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.

About CEB TowerGroup
CEB, the leading member-based advisory company, equips more than 10,000 organizations around the globe with insights, tools and actionable solutions to transform enterprise performance. By combining advanced research and analytics with best practices from member companies, CEB helps leaders realize outsized returns by more effectively managing talent, information, customers and risk. Member companies include 90% of the Fortune 500, nearly 75% of the Dow Jones Asian Titans, and more than 85% of the FTSE 100.

About our guest
CEB TowerGroup Principal Executive Advisor, Darrin Courtney, is a financial services expert with more than 25 years of experience. He advises executives on their most pressing challenges, focusing on both business and technology initiatives, and his research advisory areas include tools that enhance advisor/client collaboration, including financial planning, portfolio management, client reporting, aggregation, digital tools and other wealth related platforms.

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Emily Maxie
SIGNiX
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