Wealth management technology firm Wealth Dynamix has announced an alliance with Connective, a provider of digital transaction management solutions.
The partnership will integrate digital signatures into Wealth Dynamix’s client lifecycle management agreement process, giving the client a complete digital experience and eliminating paper processing.
“Especially when mobile or remote working, the inability of both relationship managers and clients to print, sign, scan or mail paper-based documents can lead to lengthy delays and compliance issues,” Wealth Dynamix said in a press statement.
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