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Opening and maintaining accounts requires filling out a lot of paperwork with a ton of repeated information. It’s a lengthy process, and every error makes it even longer. What if you could eliminate errors and delays from your new business workflows?
With Docupace, you can shrink processing times from days to minutes and significantly reduce NIGO submissions. All the forms you need are preloaded in the Docupace Platform. Pull in client data from your CRM or just start typing, then watch as that information automatically populates across all relevant forms. Meanwhile, Docupace scans everything for errors and inconsistencies. Sign the documents electronically, and you’re ready for submission.
Docupace automatically pulls the correct forms in the correct order and checks for compliance errors, dramatically reducing NIGO rates.
With electronic processing, new account paperwork can be electronically signed, recorded, processed, confirmed, tracked, and transmitted — all within minutes.
Advisors have more important work to do than filling out repetitive forms and chasing down signatures. Reduce manual processes and give advisors more time to serve their clients.
Get in touch with our expert team to learn how to get started.
Get in touch with our expert team to learn how to get started.
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