Resources

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Digitally reviewing and signing your sales contracts, agreements, invoices and many other business documents directly within Salesforce has never been easier thanks to the new

Client Lifecycle Management (CLM) is paramount to relationship managers. It’s about covering the journey you go through with your clients from A to Z. This

One aspect of wealth management that has challenged relationship managers and clients for many years is the laborious process of securing wet signatures, required to

itsme® is the first app which enables users to sign documents electronically with the highest guarantee of security: qualified! By using an itsme® qualified signature, also

In the light of the v5.5 release of the Connective eSignatures solution we organised our very first eSignatures Community Webinar on the 4th of February