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E-Signatures & The Future of Client Onboarding

RECORDED:
March 22, 2016

Sponsored by:

Banks today are more open to innovation and electronic signature adoption is on the rise. According to Forrester Research*, Bank of America, Royal Bank of Canada, and U.S. Bank are now digitally verifying a customer’s identity and using e-signatures to provide an instant decision on certain retail products within minutes – in addition to issuing account numbers in real time.

Nonetheless, basic document workflow automation in banks is still lacking. Although client onboarding in financial services varies, it is still largely a product-centric, not customer-centric process. For this reason, streamlining the onboarding process and enhancing the relationship between client and service institution has gained importance.

In this one hour complimentary webinar, eSignLive and a guest speaker from Forrester will discuss how e-signatures are the future of client onboarding.

Key Takeaways:

  • How digital and mobile onboarding are pivotal to customer satisfaction and loyalty
  • How to strengthen compliance – and cut rising compliance costs
  • Why archaic workflows, data rekeying and manual work put you at risk
  • Key focus areas to successfully transform onboarding

*Forrester Research Inc., Vendor Landscape: Financial Services Client On-Boarding Solutions: Providers Offer Fresh Ideas And Approaches For On-Boarding Challenges, Craig Le Clair, September 28.

Your Presenters

Craig Le Clair
Vice President, Principal Analyst
Forrester Research

Craig serves Enterprise Architecture and business process professionals. He is an internationally recognized expert in helping companies transform from manual and analogue-based processes to the mobile and digital world. Technology areas include enterprise social platforms, dynamic case management, enterprise content management, electronic signature, multichannel capture, and customer communications management. Process expertise includes customer onboarding, invoice management, insurance system modernization, and smart process applications. Craig developed Forrester's research series on business agility, outlining market, organizational, and process agility dimensions.


Mary Ellen Power
VP Marketing
eSignLive

Mary Ellen Power is e-SignLive’s VP of Marketing and has over 25 years of experience in marketing for technology companies. She is responsible for branding, lead generation, product and partner marketing and has led the successful re-branding of the company’s e-signature platform, e-SignLive™. With more than 15 years in the e-signature market, Mary Ellen has become a subject matter expert focusing on business value justification, customer adoption and success, and has helped guide the company to recognition as a leader in these areas by Forrester, Gartner, Novarica, IBM and G2 Crowd.