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Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by Joel P. Bruckenstein, David J. Drucker

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Chapter 10

Digital Signature Technology

Dan Skiles

Executive Vice President, Shareholders Service Group

The evaluation and understanding of electronic signature (e-signature) technology involves some of the most complex issues that a business owner must face in creating the infrastructure for doing business. The due diligence process before using e-signatures should involve all of these areas: hardware needs, software interfaces, databases in use, network infrastructure, and of course, legal, and compliance oversight.

Generally speaking, e-signature technology has been around in various forms for a number of years. The first industry to broadly adopt e-signature technology was the consumer retail sector (Home Depot, Best Buy, etc.). This started ...

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