E-Sign Automation
This webinar covers Subscription Document Automation (E-Sign) and how to leverage your in platform tools to create a seamless investor experience.
Video Transcript
Eliminate error prone practices that require your investor to manually fill in data into your subscription documents by automating this process.
Ever wonder if there is an easier way to gather data and sync it to your subscription documents? Or how to reduce friction on the E-Sign step for your investors? This is the class for you!
If you think about an elegant solution of keeping resources organized, being more efficient, and a manager that may not have the time or the team to manage 50 investors, you have to herd these cats, so to speak, into one area and get the deal done. I think WealthBlock is that solution.
Chris Shen
Founder, Revere