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Digitally Transform the Client Onboarding Process in Salesforce with Nintex Drawloop® and Nintex Sign®

Every organization is looking to transform faster. If you are tasked with digitally transforming and automating your organization’s client onboarding process, we can help you build a better digital experience for your investors and company advisors.

Financial Services experts, Plative, discuss how document automation solutions from Nintex are helping Wealth and Asset Management organizations go digital by fully automating the client onboarding process, from initial intake to closure.

Your team can say good-bye paper, manual data entry and slow inquiry response times with easy-to-use Nintex Drawloop® for Salesforce and Nintex Sign® powered by Adobe Sign.

In 60-minutes, you’ll learn how to:

  • Document the client onboarding process to ensure accuracy and increase efficiency
  • Automate the generation of critical investors documents directly in Salesforce with Nintex Drawloop®
  • Execute e-Signatures with Nintex Sign® to accelerate time to closure with new investors


George Shalhoub

George Shalhoub
Regional Vice President, Plative

Steve Fields

Steve Fields
Customer Success Manager, Plative

Chris Mascaro

Chris Mascaro
Strategic Alliances Director, Nintex