Tech Retreat is No Vacation for Forward Thinking Broker-Dealers

Tech Retreat, hosted by Beacon Strategies in Santa Barbara, California is an invitation-only broker-dealer hotspot to learn and discuss the technologies that are here to stay in financial services. On November 18-20, 25 broker-dealer executives will have the opportunity to participate in informative discussions and hear from leading technology vendors. As one of the top e-signature solutions in financial services, SIGNiX has the privilege of attending.

Tech Retreat offers a collegiate environment to learn how leading technology is replacing inefficient and inconvenient systems of the past. Broker-dealers who aren't adopting the latest technology trends, may be missing out while competitors reap the benefits of the most efficient tools. By adopting SIGNiX’s FINRA/SEC-compliant digital signatures for the financial industry, broker-dealers can answer the challenges of today’s economy—the need to control costs, consolidate and manage operations—while adapting to new technologies.

According to a recent white paper released by Pershing LLC, a BNY Mellon company, to remain competitive in today’s financial advice industry, broker-dealers must recalibrate their relationships with their advisors. Our Executive Vice President, Pem Guerry, who will be returning to Tech Retreat this year, says he is looking forward to speaking with the broker-dealers who are noticing the widening gap between themselves and their clients. 

All broker-dealers attending Tech Retreat this year will learn about some of the many benefits to  expect from adopting SIGNiX’s Independent E-Signature™ solution:

• Clients can sign online on any device, anytime and anywhere.
• Advisors can send and track documents from any device, and, with mandatory signature and other fields, NIGO transactions are reduced significantly.
• Firms will see quicker on-boarding processes, happier clients and faster revenue growth.

To learn more about how broker-dealers can meet the needs of their clients download this free fact sheet.