About this event
Are you still using paper forms and signatures? We introduce an automated and seamless way to sign your PDFs and documents. Modernize the way your clients sign and trump your competition.
Connective and InvestGlass support you in the integration of electronic signatures and the digitalization of forms within your company. Join us as we highlight the Connective E-signature feature and the advantages of providing such a solution on InvestGlass. Use an all-in-one CRM and marketing automation software.
In this session, Alexandre Gaillard of InvestGlass and Magali Biron of Connective will present and showcase the two fintech solutions optimize and automate digital signature workflows.
You’ll learn how to:
This webinar is made for:
This webinar will be recorded.
InvestGlass is a Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform. Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly the way you want.
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