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“SIGNiX is an industry leader for digital signatures, and our clients already know and trust their digital signature services,” Peter said. “When our clients sign documents for us, electronically or otherwise, we want them be able to trust that their information is being handled by the best in the business.”
MarketingPro will pilot their digital signature program to get new client onboarding documents signed online. After the successful pilot, Montoya hopes to extend the digital signature program so that advisors can digitally approve updated messaging.
Peter launched MarketingPro in 1997 to give financial professionals access to high-impact, compliance-approved marketing materials. Peter works with a team of copywriters, designers, developers and consultants to offer a complete marketing system, including direct mail, prospecting pieces, social media, compliance interaction and more.
In addition to his work with MarketingPro, Montoya has written three best-selling books. He also travels more than 120 days each year to conduct seminars, deliver presentations and meet with clients and their broker/dealers.
SIGNiX has cleared out a firm advantage in the financial services industry, thanks to our commitment to compliance and legal evidence along with key partnerships with Pershing, Laser App and DocuPace. We work to help financial advisors and clearing firms comply with SEC and FINRA regulations. On top of that, our digital signatures are valid internationally, making it easy for financial advisors to do business anywhere in the world. We're pleased to have this industry leader backing our products.
