Account Opening with Laser App + Wealthbox

Presented by

Join iPipeline and Wealthbox for an exclusive demo of how Wealthbox can prefill your forms using Laser App. Discover how this powerful integration can help streamline your account opening and digital signature using Laser App. 


This webinar will cover:

  1. How to access and utilize the industry-leading forms library with over 33,000 forms.
  2. How to prefill and expedite forms for account openings across various custodians and product companies.
  3. How to seamlessly complete applications for securities, annuities, life insurance, and more.
  4. How to enable and use e-signatures for secure, convenient electronic signing.

Speakers

Kathee Fajardo

Director, Wealth Management Sales

iPipeline

Jenna Ghibaudy

Product Specialist

Wealthbox

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