“Savvy advisors know their clients use technology in their everyday lives, and they expect those experiences to carry over to every interaction they have—whether it’s online banking, booking a flight or working with their financial advisor,” Harris said. “The client onboarding process is a critical time to make a good first impression, and the right technology can make advisors really stand out.”
Advisors that attend this session will learn:
Date: June 5
Time: Session 1—11 a.m., Session 2—1:15 p.m.
Location: TBA
SIGNiX will also be showcasing their advanced digital signature solution and discussing their seamless integration with Pershing’s NetX360 onboarding solution at booth #714.
“E-signature adoption is exploding among financial advisors, and this event will be the perfect time to spread the word about our unique technology,” said Pem Guerry, executive vice president of SIGNiX. “We’re honored to be part of such an innovative event and to promote our partnership with Pershing.”
About SIGNiX
SIGNiX, the most trusted name in digital signatures, makes signing documents online safe and secure. SIGNiX offers the only independently verifiable cloud-based digital signature solution, which combines convenience with best-in-class security. SIGNiX’s products help the world’s leading companies become more efficient, decrease risk and boost profits. For more information, visit www.signix.com.