Advisor Digital Transformation with Pershing – With Claire Santaniello



In this episode, David Armstrong, executive director of content at WealthManagement.com, talks to Pershing’s Claire Santaniello as Claire explains everything you need to know about advisor-oriented digital innovation to achieve progressive and lasting workload results.

In this conversation, you’ll learn:

  • How COVID-19 has enhanced Pershing’s digital approach for advisors 
  • How Pershing utilizes a streamlined and paperless workflow for advisors and their clients 
  • E-signature, e-delivery, and digital authorizations: Pershing’s technique to digitalize deposits, account openings, and maintenance  
  • The role of education in enhancing the advisor-related digital experience  
  • How Pershing’s API integration platform boosts an advisor’s alternative investment and asset network

Resources: WealthManagement.com | Pershing | Claire Santaniello


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