Accelerate Wealth Client Onboarding with DocuSign CLM, Quik!, and ATG Cognizant
To win over the next generation of investors, wealth managers today need to deliver exceptional digital experiences. Attracting and retaining clients starts with a seamless onboarding process, but wealth managers have traditionally struggled with managing the complex mix of investor agreements (IMAs), compliance disclosures, and custodian forms that underpin the typical onboarding package.
With the right technology and integrations in place, wealth managers can simplify the process end-to-end, spanning how IMAs are generated, how the onboarding package is assembled, and how it’s delivered to and signed by clients. The result is faster onboarding and a simpler, single envelope signing experience for their clients.
Join us to learn more about how DocuSign, Salesforce, Quik!, and ATG Cognizant bring together contract lifecycle management, APIs, and CRM integrations to create a best-in-class onboarding experience.
In this webinar, you will hear:
Industry trends and the need for a competitive, faster onboarding experience
Key challenges and how DocuSign CLM with Quik! and ATG Cognizant can solve them
Recent examples of customer implementations