5 Surprising Benefits of Digital Signatures for Financial Advisors

Posted by Emily Maxie

If you’re a financial advisor, the paperless office probably seems pretty far away. Most advisors are bombarded by paper documents all day, every day. But you might not know that you don’t have to go completely paperless to reap a lot of the benefits of a paperless office.

digital signatures financial advisor

Digital signatures can help firms take a big step toward going paperless, and the benefits go way beyond just “going green.” Using digital documents can benefit advisors by making documents available on any machine with an Internet connection. And you’ll also get the peace of mind knowing that your clients’ information is safe and secure.

Here are the top five benefits of digital signatures for financial advisors:

Enjoy Faster and More Accurate Transactions

Digital signatures help you get client signatures on investment documents in hours instead of days or weeks. And unlike paper documents, digital signatures can enable mandatory fields, which means you’ll have 100% complete documents every time. That means you never need to track down clients and have them re-send or re-sign documents. 

Boost Advisor and Client Satisfaction

With digital signatures, your clients and brokers can sign documents anytime, anywhere on any device. This technology makes it faster and easier to interact with your firm. Plus it’s easy! Every second, someone signs a document with SIGNiX.  

Reduce Your Operating Costs

Digital signatures save financial advisors time because documents can be sent out for signature instantly. This gives you more time to spend on relationship building and sales instead of shuffling paperwork. Not to mention the savings you’ll see by reducing the need to print, fax and mail documents.

Rest Easy with Best-in-Class Document Security

SIGNiX differentiates itself by offering the highest possible level of document security. A highly detailed and legally binding audit trail is embedded in each document, giving more than enough evidence in the event of arbitration. In addition, SIGNiX is the only e-signature solution to offer highly secure digital shredding. Many firms prefer to store confidential client documents on their own servers, and SIGNiX’s exclusive Vendor FreedomTM technology gives firms this option.

Enable Straight Through Processing

With SIGNiX, you go beyond simply collecting digital signatures. All documents, data and signatures can connect to your back-end system and be routed to your intermediaries. This eliminates faxing, scanning and manual re-keying. And because data fields get collected, captured and verified at the point of signature, you’ll see a drastic reduction in NIGO documents.

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