We’re thrilled to announce the launch of our new Account Opening Process, powered by DocuSign, going live on January 6th, 2025. This powerful addition to our platform is designed to enhance both the account opening experience and your team’s efficiency.

This new integration connects our CRM, DocuSign, and the custodian’s book of record, leveraging Straight Through Processing (STP) and enhanced real-time status updates. These improvements simplify the account opening process, provide greater visibility, and significantly reduce the time it takes to open new accounts.

Watch the video above to hear our team discuss the development of this integration and how it will help you onboard clients faster and more seamlessly.

How this Benefits You

• Enhanced Tracking & Real-Time Updates: The CRM continuously “listens” for signing progress, giving you both a quick, high-level overview and the flexibility to drill down into more granular sub-statuses when needed. You’ll know exactly who has signed, who’s pending, and what steps remain—providing clarity and confidence at every stage.
• Consistent Data Integrity: Client information flows directly from the CRM into DocuSign, and then straight into the custodian’s system, without any additional data entry along the way. This ensures the data is transmitted exactly as you entered it, and exactly as the client signed it, minimizing the risk of inaccuracies.
• Informed Decision-Making: With clearer visibility into each application’s status, you can confidently plan next steps, address any hold-ups promptly, and work more efficiently—ultimately freeing you to focus on delivering excellent service to your clients.

How This Benefits Your Clients

• Significantly Faster Account Opening: By leveraging the comprehensive client data already stored in the CRM—along with built-in validations that ensure accuracy and proper formatting—applications can be created and sent to clients for signature in mere moments. Once signed, these documents flow directly to the custodian’s book of record, bypassing traditional, time-consuming steps. The result is a dramatically faster onboarding process, free of unnecessary delays, allowing clients to access their new accounts and pursue their financial goals sooner.
• Seamless Onboarding Experience: Clients receive their application package via DocuSign promptly after meeting with you, resulting in a more engaging, responsive, and customer-focused process. With all their information already in place, they simply review, sign, and move forward, enjoying a smooth, efficient start to their journey with Optimize.

 How This Puts More Time Back in Your Day

• Reduced Follow-Ups: Automatic status tracking means no more manually checking who has signed and who hasn’t. Your time is better spent on strategic tasks rather than chasing down updates.
• Streamlined Workflows: By integrating CRM data with DocuSign and delivering completed documents directly to the custodian’s book of record, you eliminate extra steps and manual handoffs. This fully automated, end-to-end pipeline helps you move through new account openings more efficiently, freeing up time to focus on building client relationships.
• Fewer Data Corrections: Built-in validations and a consistent data flow significantly reduce the risk of errors. That means less time spent fixing issues and more time delivering value to your clients.
• Greater Scalability: By automating key parts of the process, you can comfortably handle more new accounts without increasing your administrative burden, enabling you to scale your practice with ease.

What’s Next

To ensure you’re ready for the January 6th launch, we’ve prepared several resources to help you make the most of this powerful new tool:

• Training Webinar: We’ll be hosting a live webinar on January 2^nd, 2025 to walk you through the new account opening process and DocuSign integration, and show you how to maximize its benefits in your daily workflow. Keep an eye on your inbox for the invitation, which will be sent out in the coming days!
• Webinar Recording: If you’re unable to attend the live webinar, a recording will be available on the Knowledge Base for you to view at your convenience.
• Knowledge Base Articles: A dedicated series of Knowledge Base articles will be available, providing step-by-step instructions and detailed information on the DocuSign integration, CRM workflows, and best practices for opening new accounts.

We’re excited to roll out this new feature and can’t wait to see the impact it will have on your practice and your clients. Stay tuned for more updates and training invites as we approach the January 6, 2025 launch date!