From Paper to Cloud: Modernizing Wealth Management Agreements and Contracts to Serve Next Generation Investors

To win over the next generation of clients, wealth managers today need to deliver exceptional digital experiences. Yet 50%+ of investors believe that wealth managers are falling short on their digital capabilities. Firms need to speed their modernization journey to deliver more value, more quickly in a highly-dynamic business landscape.

DocuSign and its ecosystem of partners, including Salesforce, Quik!, and Skience offer wealth managers integrated cloud-based solutions to power their digital transformation. With DocuSign CLM (Contract Lifecycle Management), wealth managers can streamline complex contracts and consolidate documents underlying client onboarding by automating manual tasks, orchestrating complex workflows, and eliminating unnecessary risk.

Read this eBook to learn how to tackle these challenges holding younger investors back:

• Manual, repetitive preparation of paper-based contracts
• Slow onboarding
• Maintaining proper audit trails