We are pleased to announce that John Harris, our senior vice president of product management, will speak at Pershing LLC’s INSITE 2015 conference. The conference is in Orlando on June 4 and 5.
Harris will speak at a panel discussion entitled, “Technology is Your Friend: Learn to Embrace the Future,” which will highlight the impact technology is having on wealth management firms, advisors, and investors. Panelists will discuss the value of combining technology and automation to maximize “human” time and build lasting relationships and how to transform a practice into a digital business and more collaborative service model.
During the conversation, Harris will share his expertise on how an independent e-signature solution is critical to straight-through processing and streamlined client onboarding in particular. Harris will discuss how the use of secure e-signatures has clearly become a technology best practice with rapidly growing adoption by broker-dealers and financial advisors. This technology provides an opportunity to improve both compliance and efficiency, while also reducing operating expenses and drastically improving customer experience.
“E-signatures are rapidly growing in importance in the financial services community, especially as seamless client onboarding and the timeliness of transactions become growing differentiators among advisors,” Harris said. “I’m looking forward to being a part of this important conversation and providing useful best practices for capitalizing on e-signature technology.”
Panel session details: