Onboarding Clients Made Easy with Miles Burns and Patrick Meyer

Client onboarding is a critical part of any business. It is the first step in building a long-term relationship with the client and sets the tone for how the firm will provide services moving forward. In this episode, Sanjeev and Ali talk with Miles Burns, Senior Business Development Manager in Financial Services, and Patrick Meyer, Director of Wealth Management at DocuSign. DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements. In their roles, Miles cultivates strategic partnerships in the financial services ecosystem, while Patrick directs DocuSign's wealth management strategies. Miles and Patrick talk with Sanjeev and Ali about the top three trends in wealth management, the challenge of delivering trusted data, and how DocuSign helps clients solve the complexity of data authentication and create a seamless onboarding process.

Key Takeaways

[01:03] - Miles and Sanjeev's top takeaways from Dreamforce 2022.

[04:24] - The top three trends Patrick sees emerging in wealth management.

[12:31] - The role of custodians in RIAs.

[14:04] - How financial firms deal with the complexity of data authentication.