E-signatures are rapidly growing in importance in the financial services community, especially as seamless client onboarding and the timeliness of transactions become growing differentiators among advisors
CHATTANOOGA, Tenn. (PRWEB) May 28, 2015
SIGNiX, the leading independent e-signature service provider in the wealth management space, is pleased to announce that John Harris, SIGNiX’s senior vice president of product management, will speak at Pershing LLC’s INSITE 2015 conference. The conference is in Orlando on June 4 and 5.
Harris will speak at a panel discussion entitled, “Technology is Your Friend: Learn to Embrace the Future,” which will highlight the impact technology is having on wealth management firms, advisors, and investors. Panelists will discuss the value of combining technology and automation to maximize “human” time and build lasting relationships and how to transform a practice into a digital business and more collaborative service model.
Discussion topics will include:
- Celent research findings
- Technology best practices
- Straight-through processing
- Integration/advisor/investor portals
- Multi-channel access
- Streamlined client onboarding
- Client segmentation
During the conversation, Harris will share his expertise on how an independent e-signature solution is critical to straight-through processing and streamlined client onboarding in particular. Harris will discuss how the use of secure e-signatures has clearly become a technology best practice with rapidly growing adoption by broker-dealers and financial advisors. This technology provides an opportunity to improve both compliance and efficiency, while also reducing operating expenses and drastically improving customer experience.
“E-signatures are rapidly growing in importance in the financial services community, especially as seamless client onboarding and the timeliness of transactions become growing differentiators among advisors,” Harris said. “I’m looking forward to being a part of this important conversation and providing useful best practices for capitalizing on e-signature technology.”
Panel session details:
- Topic: “Technology is Your Friend: Learn to Embrace the Future”
- Moderator: Isabella Cagnazzo Fonseca, Celent
- Panelists: John Harris, SIGNiX; Gregory Friedman, Private Ocean; George Limberis, Pershing
- Session 1: Thursday, June 4, 2:45 pm-3:45 pm
- Session 2: Friday, June 5, 9:15 am-10:15 am
- Location: Hyatt Regency Orlando, Ballroom Q
SIGNiX, the most trusted name in independent e-signatures, makes signing documents online safe and secure with comprehensive legal evidence permanently embedded in each document to eliminate any dependence upon SIGNiX. The company’s cloud-based service uses patented technology to give businesses and organizations the most secure and legally defensible e-signatures available at a fraction of the cost of wet ink signatures. 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 INSITE 2015:
INSITE 2015 is Pershing LLC’s annual event for advisors. The conference will feature nearly 40 sessions to provide attendees with actionable ideas and steps to navigate the industry’s emerging trends around technology, regulation and practice management. Each year, more than 2,000 attendees—composed of investment professionals, RIAs, dually registered and hybrid advisors as well as senior-level product and marketing executives, come to INSITE.