PlanMember Insights for Broker Dealers | Case Study
Associated with
Terrall (Terry) Janeway Terrall (Terry) Janeway
Robert Powell Robert Powell
Jennifer Brittingham Jennifer Brittingham
10 min read
PlanMember Insights for Broker Dealers | Case Study

Executive Summary

Business Objectives

Achieve greater operational efficiency
Improve service quality
Generate hard cost savings
Create competitive advantage
The Problem

Independent advisors were using the company's paperless CMS but had to print to paper to capture signatures
With paper, there is always the risk of NIGO errors
Mailing delay of 1-4 days
Overnight courier costs
The Solution

OneSpan