Watch this webinar replay to learn how to provide your clients with a better investor onboarding experience and create solid, long-term and mutually profitable relationships. Enable the transparency they needed to efficiently review documentation and effectively manage the fundraise. Join us for expert guidance and best practices on:
- Reducing document complexity
- Getting data complete, the first time
- Satisfying AML requirements
- Solving the “wet” signature requirement
Speakers
- Johnathan Marr, CPA, CFA, Sr. Director, e-Investor / AEOI Regulatory & Analytics Solutions SS&C Technologies
- Heidi Harrison, Manager, Solutions and Prototyping, Intralinks, London
Running time
42 minutes
