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.

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
14 October 2021