E-Signature - An Integral Component of Wealth Management

Pem Guerry is the Executive Vice President at SIGNiX, the largest provider of digital signatures in North America. He possesses a wide range of financial, marketing, and technology management experience in the private and public sectors. Previously, Pem served as Assistant Commissioner of finance and administration for Tennessee, where he managed the state’s overall technology resources. Before starting his career, he played on a professional tennis tour and traveled the world.

In this episode…

E-signatures are rapidly becoming a staple in our daily lives, revolutionizing how we handle documentation and transactions. As their adoption grows within the wealth management industry, what are the key benefits and potential risks that firms should be aware of?

According to Pem Guerry, a seasoned expert in digital signatures,  e-signatures offer compelling benefits for companies and their customers, including transforming initial client onboarding and account opening experiences. He highlights that while e-signatures offer significant efficiency and convenience, they also come with associated risks like identity and document fraud if not managed properly. Pem discusses how integrating e-signatures into onboarding and account opening processes can enhance client experiences and long-term relationships. However, he emphasizes the importance of implementing robust security measures to mitigate potential fraud and ensure high assurance and convenience for users.

In this episode of The Beacon Flash Podcast, host Chip Krispert sits down with Pem Guerry, Executive Vice President at SIGNiX, to discuss the pivotal role of e-signatures in wealth management. They explore how e-signatures streamline onboarding processes, the growing concerns around fraud, and the increasing regulatory scrutiny in the industry. Tune in to learn about the benefits, challenges, and future innovations in the world of digital signatures.