Digital solutions for your document workflows
We are pleased to invite you to our webinar that will explore solutions for the documentation process in the financial sector provided by our partner United Signals.
Mr. Ivo Bieri, Head Switzerland at United Signals, will be pleased to present its solutions for the digitalisation of document and contract workflows for wealth managers and their custodian banks. He will show you how you too can benefit from efficiently managed document processes and how custodian banks are also expanding their platforms to simplify the exchange of client master data and contract documents.
Speaker: Ivo Bieri, Head Switzerland, United Signals
Agenda:
- Introduction to United Signals’ digital workflow solutions
- Offer to SAM/ASG Members
- Live demo of an onboarding workflow for a wealth manager
- Questions & Answers
Please log in to the website to access the registration link.