DocuSign enables our financial advisers to continue to act on their client’s wishes.
Around six months ago we started integrating e-signature capability into our processes here at Clear Financial. It turned out to have been a very sound business choice because when the coronavirus took hold back in March and we were all asked to stay at home, meeting clients to get their signatures on critical forms or to fulfil some aspect of compliance was simply not possible.
Coronavirus or no, people continue to retire and go through other life changes and these events always necessitate a number of signatures. We fast-tracked the integration of DocuSign and we are delighted to say that we have been able to make sure our clients’ financial lives have kept up with their real lives throughout the lockdown.
Caroline Treanor, New Business and Compliance Manager with Clear Financial, sees e-signatures continuing to play a big part in the work of Clear Financial well after we are all allowed to meet in person again.
“When face-to-face meetings return with the advisor and his or her client these meetings will be more personal. The time spent will be more about their financial requirements and less about completing necessary compliance documentation,” she said.
She envisages that documents will be sent to the client who will sign them by e-signature prior to the meeting, fulfilling compliance obligations for Clear Financial and the client, thereby freeing up time for the adviser to concentrate on the most important aspect of the meeting, namely the client’s requirements.
We thank our partners in Applied WealthTrack for working with us to expedite the roll-out of DocuSign.
if you have any questions about DocuSign, don’t hesitate to give your advisor a call or get in touch with the office on 01 4587576.
