With e-signature adoption accelerating among broker dealers, several key insights and lessons learned have emerged in this category. We highlight them here, through the story of PlanMember Securities.

Three years ago, PlanMember moved to a paperless DMS. However, because of the need for client signatures, there were still vast amounts of paper circulating among advisors. To go paperless, PlanMember implemented the forms-filling application Laser App Anywhere, integrated with eSignLive™.

If you are a broker-dealer considering e-signatures, this case study offers valuable insights into:

  • Why online processes are less risky than paper processes
  • The benefits of choosing an e-sign solution that integrates with everyday applications
  • Advisors and the need for an easy way to close business on laptops and tablets
  • How your peers are getting started with e-signatures and digital signatures