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Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
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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 David J. Drucker, Joel P. Bruckenstein
January 2013
Intermediate to advanced content levelIntermediate to advanced
227 pages
7h 19m
English
Bloomberg Press
Content preview from Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

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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Publisher Resources

ISBN: 9781118480533Purchase book