September 12, 2013 | Press Releases
Securities America Partners with DocuSign
SAN FRANCISCO – Sept. 12, 2013 –Securities America has selected DocuSign, The Global Standard for eSignature®, to enhance the Securities America experience for financial advisors and their clients. DocuSign provides the easiest, fastest, most secure way for Securities America advisors and clients to complete and sign account documents—anytime, anywhere, on any device.
“DocuSign’s eSignature solution augments our ongoing effort to enhance the experience of advisors and their clients by optimizing technology to streamline processes and reduce paperwork,” said Jim Nagengast, Securities America CEO and president.
Securities America is using DocuSign to accelerate client onboarding, account openings and the application of services that require client authorization by offering secure electronic signing of Securities America applications and forms online.
With DocuSign, Securities America advisors can initiate and send documents for signature quickly and easily. DocuSign benefits advisors by enhancing document monitoring and movement to provide a unique advantage in today’s highly competitive investment marketplace. Clients benefit from an easy, fast, convenient and secure way to legally eSign documents anytime, anywhere, on any device.
“Securities America cares about delivering great service to clients through innovative technologies,” said Keith Krach, chairman and CEO of DocuSign. “We’re thrilled that Securities America has standardized DocuSign for eSignature to make signing documents more convenient than ever for Securities America advisors and clients.”
DocuSign’s electronic signature solution helps:
- Accelerate speed of business – DocuSign cuts transaction times from weeks to minutes. Combined with Securities America’s work-flow processes, DocuSign enables paperless, straight-through processing to help advisors increase the speed at which they do business.
- Lower costs – DocuSign saves time and money by reducing printing, faxing, scanning and overnighting costs and minimizing paperwork handling and resulting human error processing documents.
- Decrease risk – DocuSign minimizes risks from non-public personal information exposure by removing paperwork from mail, facsimile trays and unsecure email – all helping to increase compliance.
- Enhance client satisfaction – DocuSign increases customer convenience with anytime, anywhere signing so clients can conduct business online in minutes whenever and wherever it is convenient.
Financial institutions interested in learning more about DocuSign may visit http://www.docusign.com.
About Securities America
Headquartered in La Vista, Neb., Securities America Inc. is a national top 10 independent broker-dealer (as ranked by Financial Planning magazine). For more than 25 years, Securities America’s mission has been to foster the success of financial professionals so they can provide quality, objective counsel and services to their clients. Advisors benefit from the firm’s industry-leading programs in practice management, advisory services and retirement income distribution, supported by state-of-the-art technology. Founded in 1993, Securities America Advisors Inc. is an SEC-Registered Investment Advisory firm that offers investment management, financial advice and financial planning through a national network of independent financial advisors. Securities America Financial Corp. is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). Securities America received the inaugural Thought Leadership Award from the Retirement Income Industry Association in March 2011 and the inaugural Bank Insurance & Securities Association (BISA) Technology Innovation Award in March 2013. Additional information is available at www.securitiesamerica.com.
About DocuSign Inc.
DocuSign®, The Global Standard for eSignature®, is the leader in eSignature transaction management. Global enterprises, business departments, individual professionals and consumers are standardizing on DocuSign, with more than 60,000 new users joining the DocuSign Global Network every day. Today, that network includes more than 40 million users in 188 countries. DocuSign is used to accelerate transaction times to increase speed to results, reduce costs, and delight customers across nearly every industry – from financial services, insurance, technology, healthcare, manufacturing, communications, property management and consumer goods, to higher education and others. For more information, visit www.docusign.com.