How to Streamline the Investor Onboarding Experience and Add Fundraising Transparency

In our current challenging fundraising environment, helping your clients build better relationships with investors is critical.


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Watch this webinar replay to learn how to provide your clients with a better investor onboarding experience and create solid, long-term and mutually profitable relationships. Enable the transparency they needed to efficiently review documentation and effectively manage the fundraise. Join us for expert guidance and best practices on:

  •  Reducing document complexity
  •  Getting data complete, the first time
  •  Satisfying AML requirements
  •  Solving the “wet” signature requirement

Speakers

  • Johnathan Marr, CPA, CFA, Sr. Director, e-Investor / AEOI Regulatory & Analytics Solutions SS&C Technologies
  • Ade Olagbaiye, Account Executive – Alternative Investments, Intralinks

Running time

  • 42 minutes

Watch the webinar on demand

 
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