50% of customers prefer to apply for a loan or new account online. In today's digital world, nearly...Continue reading
Digitizing Financial Services Agreements
Automation in financial services has created a viable alternative for many customers seeking to complete transactions on their own. However, not all firms have taken steps toward automation. Many firms leave finalizing agreements to employees to handle, but there are tools in place to help. Solutions like DocuSign eSignature allow firms to enable customers to complete agreements 24/7 from nearly anywhere in the world.
Chicago area ERP consultant with over 40 years of experience in Sage 300, Sage Pro, Quickbooks ERP and other systems