The Obsidian Blog

Tools & technologies to get you going with e-signatures

Posted by Obsidian on Jul 25, 2019

Despite the fact that electronic signatures have been around for some time, the lack of clarity in the law resulted in discouraging some investment firms from implementing them and significantly improve their subscription process.

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Topics: Smartdocs, e signatures

Key industry guidelines & regulatory updates that support e-signatures

Posted by Obsidian on Jul 11, 2019

The Canadian Capital Market has been opening up towards usage of e-signatures from a regulatory perspective, with the goal to get digital all out.

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Topics: Smartdocs, e signatures

Subscription agreement process: challenges & opportunities

Posted by Obsidian on Jun 20, 2019

Did you know that in the Canadian Capital Markets, for every dollar that comes in $3 are left on the table?

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Topics: Smartdocs, e signatures

IIROC endorses Electronic Signatures: Webinar Q&A

Posted by Obsidian on Jun 6, 2019

Here is the overview of Q&As from our recently held webinar "IIROC endorses e-signatures: What this means for your retail business?".



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Topics: Smartdocs, webinar

IIROC endorses Electronic Signatures: Webinar recording + slides

Posted by Obsidian on May 30, 2019

The investment management landscape is constantly changing, allowing the modernization of key processes. Latest regulatory updates and new technologies will a have huge impact on the automation of key processes, improving investors’ and advisors’ experience, and forward-thinking companies that adopt them in time will gain a significant competitive advantage.

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Barclays Investment Bank: 2019 Global hedge fund industry outlook

Posted by Obsidian on May 20, 2019

The Barclays Capital Solutions team in a recent study explored opportunities for the global hedge fund industry in 2019. Even with the shifting trends in relationships towards hedge funds, the bank believes that investors will remain committed to them. The infographic below, published by Barclays, shows the investors’ global hedge funds priorities for 2019.

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Top 3 tips to make your investors happy

Posted by Obsidian on May 9, 2019

Here are a few top tips to include to ensure good communication with your investors.

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AIMA WEBINAR: IIROC endorses Electronic signatures - What this means for your retail business

Posted by Obsidian on May 7, 2019



The subscription document is effectively the point of sale for alternative investment managers, and historically, a recognized pain point across the industry. With new regulation opening up the doors to new technology, most firms are actively investing in digitizing on-boarding in order not to be left behind.

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Revolutionizing the investor experience: Increase revenue by adopting digital signatures

Posted by Obsidian on May 2, 2019

Investment firms that engage in providing traditional investor processes will most commonly require a combination of paper documentation, back-and-forth emails and in some cases, face-to-face meetings. Once the desired information is collected, it must then go through the highly manual process of being entered in to an organization’s internal system.

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How operational efficiency helps asset managers stay ahead

Posted by Obsidian on Apr 24, 2019

In the current environment, the investment management industry is facing the pressures of new regulations and lower fees, asset managers are looking for the best-of-breed technological solution to overcome those challenges and stay ahead of the competition, Clear Path explained in their latest report.

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