Consumers are becoming more and more comfortable with the digital-first onboarding experience, but this familiarity often does not extend to associated agreements, e-signature envelopes, and the data they contain. These agreements are static and disconnected from other systems because they lack the intelligence to take meaningful actions, resulting in costly IT workarounds, compliance gaps, and disappointing consumer experiences.
On July 29, join Plaid’s Head of Partnerships, Lowell Putnam, and the Founder and CEO of Clause, Peter Hunn, for an exploration of how Plaid and Clause’s partnership is finally ushering fintech into digital agreements.
Lowell and Peter will discuss a wide-range of topics including:
• Industry trends and issues facing financial services, lending, and insurance companies
• How these companies are rethinking their new account and onboarding processes requiring agreement signatures
• Demo of Plaid + Clause in action