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Alliance of Leading Enablers Provide "Best-Of-Breed" Online CRM Solution for the Wealth Management and Securities Industry
By Anil Sharma, TMCnet Contributor
SIGNiX, an online digital signature solution, has formed a strategic partnership with Laser App Software, the financial industry player in form filling solutions, Arius Software, a provider of automated account opening and document management solutions for financial services firms, and customer information technology player Redtail Technology.
Officials with SIGNiX said that this relationship combines the most advanced set of products available in the securities industry to deliver an end-to-end digital solution including account opening, digital signature, leading-edge customer relationship management and the industry’s largest library of related forms so that broker dealers and agents can focus on their clients, rather than filling out paperwork, signing critical documents and keeping up-to-date on account activities.
“For over a decade, SIGNiX has continued to build on its leadership in providing trusted digital signatures for executing financial documents used by product carriers and broker-dealers”, said Jay Jumper, CEO of SIGNiX, in a statement.
Jumper said that by creating a relationship with these strategic partners, the company ensures a complete and advanced solution to speed the velocity of sales and reduce costs through higher efficiency from start to finish with “straight through processing.”
He said that this end-to-end solution helps customers realize immediate benefits when using the combined technology of Laser App for forms, Redtail for web-based CRM, Arius Software for automated account opening and document management, and SIGNiX for signing business critical documents.
“This alliance will provide clients and prospects with a new level of customer service,” said Adam Zimmer, president of Arius Software.
Zimmer said that broker dealers will now have a comprehensive solution, which accelerates the client on-boarding process from end-to-end, saving time and money.
Company officials said that using SIGNiX digital signatures, customers dramatically improve closure rates, speed customer acquisition times and eliminate delays inherent in paper-based transactions, all in a fully secure and legally compliant process.
Anil Sharma is a contributing editor for TMCnet. To read more of Anil’s articles, please visit his columnist page.
Edited by Juliana Kenny