Investacorp, a wholly owned subsidiary of Ladenburg Thalmann Financial
Services Inc. (NYSE MKT:LTS), has selected DocuSign® eSignature to
partner with in order to provide an easier, faster, more convenient
experience for financial advisors during the account opening process.
This new feature will enable advisors to obtain electronic signatures
from clients on new account documents done through Investacorp and
National Financial Services. Once the electronic signatures are
obtained, they are accessible via an electronic “envelope” which is kept
safely and securely at DocuSign®. Now Investacorp advisors can use
Docusign® to send and sign documents from any device, which will
transform the way advisors conduct business with their clients. Signing
and completing documents will now be faster and more convenient as well
as having the capability of doing business anywhere.
“Investacorp is thrilled to offer DocuSign® integration with our
proprietary portal `Investalink' where new account paperwork signature
requirements can now be conducted electronically via email link or in
person at an advisor’s office. This will increase overall efficiency,
enabling anytime anywhere signing,” commented Rana Chander, EVP, CIO
Investacorp. He proceeded to comment, “Investacorp continuously looks
for opportunities to improve our service model to financial advisors.
Our integration with DocuSign® will alleviate client errors, speed
transaction times and reduce processing costs thus creating an industry
leading client experience.”
About DocuSign®
DocuSign®, The Global Standard for eSignature, is the leader in
eSignature transaction management. Global enterprises, business
departments, individual professionals, and consumers are standardizing
on DocuSign®, with more than 60,000 new users joining the DocuSign®
Global Network every day. Today, that network includes more than 40
million users in 188 countries. DocuSign® is used to accelerate
transaction times to increase speed to results, reduce costs, and
delight customers across nearly every industry – from financial
services, insurance technology, healthcare, manufacturing,
communications, property management and consumer goods, to higher
education and others. For more information, visit www.docusign.com.
About Investacorp, Inc.
Investacorp Inc., a nationally recognized independent broker-dealer, was
established in 1978 and created to serve the unique purpose of
optimizing talent, time, and the autonomous spirit of financial
advisors. Our aim is to forge a partnership with advisors who are
representative of the finest qualities in our industry, and who
genuinely want to assist clients with competence, honesty, and
neutrality. Investacorp is a wholly owned subsidiary of Ladenburg
Thalmann Financial Services. Visit www.investacorp.com
for more information.
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