How a Financial Advisor Conducts Full Business with Client Virtually

24 Mar 2020
Date submitted
24 Mar 2020
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In this short video, watch how a financial advisor conducts business with their client without being in the same physical location. The advisor and client review statements, collaborate on documents, fill out forms together, share documents, upload files and finally sign live while inside the conference session. Watch the video to the end to see a quick view of Liveoak's Complete Auditâ„¢ which captures every keystroke and action (for compliance records) that happens sin the conference.
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