eSignLive to Extend Capabilities of Salesforce Financial Services Cloud with E-Signatures
eSignLive participates as Salesforce Financial Services Cloud launch partner to transform the client-advisor experience and improve operational processes with e-signatures
MONTREAL – March 10, 2016 – eSignLive™, the e-signature choice for business, today announced plans to extend the capabilities of Salesforce Financial Services Cloud with secure and compliant e-signatures. The Financial Services Cloud empowers advisors to build deeper, 1-to-1 client relationships, be more productive and engage more holistically with clients anywhere and on any device.
With eSignLive for Salesforce, wealth advisors can:
- Securely send and sign documents without ever leaving Salesforce
- Seamlessly capture client data during the e-signing process – synchronized with Salesforce in real time – to eliminate manual data entry
- White-label the e-sign process so that clients only see and experience the wealth management firm’s brand, not the e-signature vendor’s brand
- “As the white-labeled solution behind some of the world’s leading financial institutions, eSignLive enables organizations to focus on their clients, instead of chasing after signatures. And with our deep integration with Salesforce, we’re helping the financial services industry increase productivity through an intuitive and easy-to-use app, while staying compliant amid regulatory pressures with comprehensive audit trails,” said eSignLive President, Tommy Petrogiannis.
- "The future is here, and it's advice, not administrative tasks. Salesforce is transforming the advisor-client relationship for the digital age," said Simon Mulcahy, GM of Financial Services, Salesforce. "eSignLive is supporting Salesforce in its mission to deliver a new era through proactive, personalized and goal-based collaborative advice."
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- Salesforce Financial Services Cloud: http://www.salesforce.com/industries/financial-services/financialservices-cloud/
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Media Contact: Sarah Hanel eSignLive by VASCO 250-216-1762 [email protected]