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On-Demand Webinar

Five Steps to Faster Institutional Investor Onboarding

After two years of record profitability, North American asset management firms have hit a “speed bump” in their near-term economic trajectory. In this climate, new client acquisition is imperative and the client lifecycle of initiation, onboarding, and maintenance is increasingly seen as a differentiator. Moreover, as investors reshape their portfolio strategies in response to macroeconomic conditions and the rise of alternative investment preferences, asset management firms need to have nimble processes in place to adapt their agreements accordingly.

Investor onboarding and strategy starts with the investment management agreement (IMA), which most firms today struggle to create and execute in an efficient fashion. With the right contract management and analytics technology in place, firms can onboard investors faster and more nimbly analyze and iterate on their investments based on investor preferences and risks. The result is a better client experience while easing compliance.

Join experts from DocuSign and Cimplifi in this webinar to learn about: 

  • The latest trends in the industry shaping technology imperatives for firms today

  • Challenges and costs of today’s broken onboarding processes

  • Capabilities and benefits delivered by contract management and analytics technology