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As wealth management firms devote greater resources toward enhancing advisor efficiency and the client journey, e-signature, smart digital forms, and other digital agreement technologies will continue to be required components of the sales and advisory process. These technologies boost automation for firms and eliminate time consuming inefficiencies created by using wet signatures in your signing process. Wealth advisors can also nurture their client relationships by injecting human help into paperless, digital processes when real-time assistance is required with video-based e-signature solutions.
E-Signature Use Cases in Wealth Management
Account Opening
- Mutual funds
- GICs
- Annuities
Account Maintenance
- IRA and 401K rollovers
- Registered investment transfers
- Beneficiary changes and estate planning
Other Use Cases
- Hiring & employee onboarding
- Vendor contracting
- NDAs and other legal agreements

Blog
Industrial Alliance: Why Take an Enterprise Approach to E‑Signatures
Because of COVID-19, Industrial Alliance onboarded close to 10 lines of business onto the e-signature shared service within 6 weeks. “The scalability is excellent," says Patrick Blanchet, Director of Business Solutions Delivery
Read the blog post
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Download NowWhy OneSpan Sign?
Superior Experience
Bring automation to your agreement workflows and deliver optimal experiences to your customers and employees – across channels and devices
Global Solution
An enterprise-grade solution that scales across geographies with support for Simple, Advanced, and Qualified E-Signatures, multiple languages, and data centers around the world
Strong Electronic Evidence
Vendor-independent audit trails that help you deliver legally binding, admissible, and enforceable digital agreements
Secure Agreements
Bank-grade cloud security, digital signature encryption that guarantees the integrity of your agreements, and strong authentication options