Even for those who deal with written agreements on a regular basis, they can be intimidating and complex. Oftentimes they’re buried in decentralized locations by various teams. If your organization isn’t leveraging the strategic value in your agreements, you won’t want to miss this virtual event.

Join your peers and other leaders to see how you can transform your Advisory onboarding process by eliminating paper, automating workflows, and connecting the systems, such as Salesforce, within your organization.

As your organization continues to go digital, we’re here to equip you with the tools you need to succeed. We look forward to seeing you at this virtual event. 


DS Calendar Icon     Tuesday, June 16, 10am PST

You will learn:

  • Accelerate cash flow
  • Automate workflows
  • Reduce time and expenses associated with managing manual process
  • Proactively identify complex compliance risks