Elevate Client Experience and Improve Advisor Productivity

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  • 44 mins 37 secs
What if your advisors could focus all their time on clients versus administrative tasks? Digital technologies are not new, but with the right platform you can digitize compliance requirements for advisors as well as make complex processes like broker transfer streamlined and efficient.

Watch our replay to see how the combination of Skience and DocuSign can empower your advisors to digitize new account opening (NAO), easily capture information and integrate back end systems.

Join us to hear how:

  • You can minimize transaction costs, while improving client experience
  • Transactions can be sped up through automated workflows
  • Advisors can stay compliant with requirements like Form ADV