Intelliflo - Online adviser software
Electronic signature functionality for financial advisers


DocuSign is paperless, fast and compliant

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Online signatures with DocuSign

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).

DocuSign is paperless, fast and compliant with regulations. You simply submit any documents that require a client’s signature to them electronically, they sign the document online and send it straight back.

Utilising DocuSign’s functionality within iO 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.

This 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.

Benefits of using DocuSign

Benefits include:

  • Business efficiency – reduce costs incurred in paper, printing and post, whilst bringing in business faster and more efficiently.
  • Better client experience – your clients won’t be kept waiting for key documents and will
    benefit from a more streamlined service.
  • Compliance – every document is stored against the client’s record in iO and has a digital
    audit trail, making proof of compliance easier.

About Intelliflo

What’s more, iO offers the most tried and tested range of functionality available in the UK today, supported by an experienced UK based team.

Over 2,122 of the UK’s leading advisory firms, with over £351 billion under advice, trust iO to power their businesses and improve their bottom line. So why not try iO today?

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