Getting documents signed can often be a laborious process. Submitting paper documents to be signed by clients, above all else, is time consuming. That’s why Intelliflo has integrated DocuSign into Intelligent Office (iO) and the Personal Finance Portal (PFP).
DocuSign is paperless, fast and compliant with regulations. You simply submit any documents that require a client’s signature in Intelligent Office to them electronically, they provide an electronic signature, or a digital signature, online and send it straight back. The document is stored against their record in Intelligent Office.
Utilising DocuSign’s digital signature functionality within Intelligent Office and PFP will accelerate the execution process with your clients, lower operating costs, reduce errors and provide a superior client experience. They won’t be waiting around to receive, sign and re-send documents.
DocuSign reduces transitional risk, missing data and documents, breaks to your processes and increases the transparency of your workflow. A digital audit trail also makes regulatory processes much easier and further introduces paperless working.
Intelligent Office offers the most tried and tested
Over 2,500+ of the UK’s leading advisory firms, with over £395 billion under advice, trust Intelligent Office to power their businesses and improve their bottom line.
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