Videosign

Seamlessly manage compliant client meetings, contracts and digital signatures with Videosign.

Videosign is a secure meeting and digital signature platform fully integrated with intelliflo. It allows financial advisers to host compliant client meetings, share documents, verify identities, and capture electronic signatures – all in one place.

Completed documents and audit logs automatically sync into the client record on intelliflo, ensuring seamless record-keeping and compliance. By combining video meetings, digital contracting, and regulatory safeguards, Videosign helps advisers save time, reduce administrative burden, and deliver a smoother client experience.

Streamline client meetings

Host secure online meetings with integrated ID verification, document signing, and video recording. Save time while ensuring every interaction is captured and compliant within your client records.

Capture digital signatures

Easily send, sign, and store contracts, agreements and documents. Completed contracts and full audit trails automatically sync back into the client record on intelliflo for complete visibility and record-keeping.

Compliance made simple

Videosign helps advisers meet FCA and regulatory requirements with automated audit logs, identity checks, and remote witnessing, reducing risk while enhancing the client experience.

See Videosign in action

Resources & Links