Financial advisors need to walk clients through stacks of forms, manually completing fields and collecting signatures. Pull the wrong forms or miss an essential field, and you run into compliance issues that slow down business and decrease profitability.
What if your advisors can use an easy-to-use wizard-type experience to open any new accounts and onboard clients to ensure it’s complete, correct, and compliant – the first time?
With Docupace Dynamic Starting Point (DSP), you can use a simple formless data entry workflow to digitize any new account, client onboarding, or maintenance process.
Download the whitepaper to learn more!
- Benefits of DSP include:
- Simplified formless data entry
- Seamlessly integrates eSignatures
- Successful submission of complex forms
- Smooth closing of deals
- Satisfied customers
- And more
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