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LockDocs

avaldaja Lockdocs Inc.

End to end digital client experience for wealth and fund management

LockDocs offers a digital client experience for the wealth management and asset management industries. Its solution provides a fully digital client experience for client onboarding and lifecycle management with built-in workflows, compliance and approvals. A preconfigured solution is available for quick deployment. For firms with more bespoke requirements, customizable workflows and integrations (for example, Salesforce) are available. LockDocs provides white glove service to digitize all forms and agreements and simplifies the completion process for users with smart form functionality and completeness checkers. Digital signature capability is provided in partnership with DocuSign.

Lühiülevaade

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