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Brokerage Industry
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Charles Schwab
Application: New account applications
Solution: ePad
Charles Schwab was the first major brokerage firm to implement esignatures. Over 3,500 retail locations currently capture electronic signatures on new account applications. |
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Princor Financial Services
Application: Account opening processes
Solution: ePad-ink & eSignature-enabled forms
within LaserApp’s library
LaserApp Software has a library of over 20,000 financial forms from leading product carriers, clearing firms, and broker-dealers. Using IntegriSign’s SDK, LaserApp has seamlessly integrated esignature functionality into many forms in its library, including those of Princor Financial Services. Representatives who are equipped with an Interlink ePad can securely capture their clients' esignatures, allowing them to benefit from a more efficient and cost-effective straight-through application process.
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Transamerica Financial Advisors (TFA)
Application: Automated account openings
Solution: IntegriSign Emcee & ePad-ink
When the ‘TFA Synergy’ initiative was launched in early 2007, the goal was to eliminate paper-driven processes through a completely electronic document management system. In January of 2008, TFA added Interlink’s esignature solution to TFA Synergy. The end result is a huge reduction is operating costs & processing time, leading to higher revenues, increased customer satisfaction, and a richer bottom line.
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