Delivering a seamless and paperless signatory process for wealth managers

Presented by

Wealth Dynamix

About this talk

How can wealth managers and private banks deliver a flawless, seamless and paperless signatory process? What are the steps required to integrate digital signatures into the wider client lifecycle management process? Step 1: Prepare your documents Step 2: Send documents for signing Step 3: Client signs documents digitally Watch the video to see how we combine digital signatures and client lifecycle management technology.

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Wealth Dynamix provides market leading Client Lifecycle Management (CLM) solutions to the world’s top private banks, wealth and asset management firms. Our multi-award-winning, fully integrated, end-to-end digital CLM solution, WDX1, addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing. Leveraging Microsoft’s industry leading Dynamics 365 platform, WDX1 delivers benefits throughout the whole client lifecycle and transforms the way firms manage client wealth and deliver client excellence.