Digitisation of e-sign and document processing fits into Covid remote advice approach
Protection adviser firm Owl Financial has implemented iPipeline's e-sign and document process automation solution, AlphaTrust. As part of its Covid-19 remote advice approach, Owl Financial is digitsing its compliance process by automating key compliance and data protection documents that require a signature from clients. Protection advisers will be able to take documents that previously had to be signed during the initial face-to-face meeting with a client, and issue and sign ahead of or at...
'Going digital needn’t be painful, but it is necessary'
Prevention during a pandemic