Streamlining Operations with eSign
About This Course
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.
Your Instructor
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.
This course is covered under team memberships.
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