Streamlining Operations with eSign

On Demand Course

Instructor: Kelly Rozier

Duration: 1 HR

What You'll Learn

In the fast-evolving world of banking, efficiency, security, and customer convenience are top priorities. Electronic signatures (eSign) have become a game-changing solution for financial institutions, enabling faster, paperless workflows and improving the customer experience. But are you maximizing the potential of eSign by integrating it across your various agreements and processes? Join us for this informative webinar to explore how eSign technology can revolutionize the way your institution manages agreements from account openings and loan documents to treasury management contracts and internal approvals. Learn best practices for implementing eSign in compliance with regulatory requirements, improving operational efficiency, and enhancing your customer interactions.

Topics covered in this course

Benefits of adopting eSign
Identify compliance considerations for using eSign
Tips for ensuring secure, legally binding electronic signatures

Who Should Attend

BSA Officers and Support Teams
Call Center
Client Facing Teams
Deposit Operations
Electronic Banking
Finance and Accounting
Fraud Management
Internal Audit
Information Technology and Security
In-House Counsel
Risk Management
Senior Leadership
Treasury Management

* This course does NOT qualify, nor meet the National Standard for NASBA accreditation.

About the Author:

Kelly Rozier

Kelly Rozier has extensive banking experience; specializing is Electronic Payments and fraud. Ms. Rozier advises both financial institutions and their service providers on payments audits, process improvement, and risk management. She provides expertise in ACH, Wire Transfer, Remote Deposit Capture (RDC), and other payment systems, including audits of third-party senders and service providers. She works closely with banking professionals, , risk managers, compliance officers, and operations teams in the context of payments compliance, process optimization, financial risk management, and regulatory education. Additionally, Kelly collaborates with the Simplify Risk–Secura membership program to deliver education and resources tailored to banks, fintech companies and credit unions Prior to joining Stout, Kelly was responsible for the payment’s governance including treasury services and oversight for an $18 billion in assets financial institution. Kelly has a significant amount of experience working on the financial institution side and working with all the major core providers on electronic payments needs based on external fraud threats, network and regulatory requirements. Kelly also has ten years of experience working directly with the BSA/AML and fraud areas specific to electronic payments fraud and incident response.

On-Demand Course