Schwab Advisor Services Selects DocuSign to Delight Registered Investment Advisors and Their Clients with Greater Speed, Security and Convenience

CHICAGO – SCHWAB IMPACT® 2012 – November 14, 2012 DocuSign, the global standard for eSignature, today announced that Charles Schwab Advisor Services has selected DocuSign’s electronic signature platform to enhance the Schwab experience for Registered Investment Advisors (RIAs) and their clients. DocuSign will provide the easiest, fastest, most secure way to complete and sign Schwab account documents – anytime, anywhere, on any device.

“DocuSign’s eSignature solution is an important component of our larger effort to enhance the experience of advisors and their clients by optimizing technology to streamline processes and reduce paperwork,” said Neesha Hathi, senior vice president of advisor technology solutions for Schwab Advisor Services.

Schwab’s selection of DocuSign began with the client experience in mind. Schwab expects its deployment of DocuSign to accelerate client onboarding, account opening, and the application of other custody services that require client authorization by enabling the secure electronic signing of Schwab applications and forms online. DocuSign will help Schwab’s RIAs further deliver the industry-leading customer experience Schwab clients have come to expect.

With DocuSign, Schwab’s Registered Investment Advisors (RIAs) can initiate and send documents for signature directly from Schwab’s web site for RIAs – Schwab Advisor Center. DocuSign benefits RIAs by enhancing document monitoring and movement, eliminating the hassles of manual signature verification, and providing a unique advantage in today’s highly competitive investment marketplace.

“Innovative technologies that enhance the client experience have long been a top priority and key differentiator for Schwab,” said Keith Krach, chairman and CEO of DocuSign. “We’re pleased that Schwab has selected DocuSign for eSignature to further delight Schwab advisors and clients.”

DocuSign’s electronic signature solution helps:

  • Accelerate speed of business – DocuSign cuts transaction times from weeks to minutes and eliminates ‘Not In Good Order’ documents. Combined with seamless integration with back-office systems, DocuSign enables paperless, straight-through processing to help organizations increase the speed of their business.
  • Lower costs – DocuSign saves time and money by reducing printing, faxing, scanning and overnighting costs, minimizing paperwork handling and eliminating the rekeying of client data.
  • Decrease risk – DocuSign eliminates manual signature verification and minimizes risks from NPI (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 in minutes online.

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