Learn how organizations like Aligned Capital Partners, Bailard, Mandeville, and Coinsquare transformed their document workflows and client experience.
Daniel Kenny
Chief Executive Officer
Martin Carignan
VP of Growth
Raphael Bouskila
President & CEO
Franklin Tsung
Growth Advisor
Brad Joudrie
Chief Revenue Officer
- Location: Zoom Webinar (On-Demand)
- Date: Originally Hosted Wednesday, April 5th @ 2:00 PM EST
- Length: 60 minutes
- Format: Panel Discussion + Live Q&A
- The importance of technology and several key insights from surveys and reports
- How to make the right strategic "bet" with technology partners and to de-risk your decision
- Why interoperability is so critical for your success and the challenges that come without it
- Understanding how and where all-in-one solutions fit into the equation (and what to watch out for)
- How to move forward with a best-of-breed digital transformation strategy
- Multiple Tiers
- Trusted Advisors
- Document Checklists
- Integrations & APIs
- Automation, AI, Data Extraction
- Intelligent Reminders
- White-Labeling
- eSignature Workflows
- Custom Taxonomies
- Branded Mobile Apps
- Entities Management
- Notification System
