Heather Hopkins: Will advisers be caught napping as processes digitise?

Goodbye to wet signatures?

clock • 2 min read

The majority of advisers say they want an entirely digitised client signature process, however, if that wish were granted some would not be able to cope, writes Heather Hopkins

Should advisers be careful what they wish for? In our latest report on eSignatures and document submission, we found that almost three-quarters (72%) of advisers want providers to be fully digital, with no wet signatures required for 99% of processes. This poses a big challenge for providers, with even those that do have digital processes to get integration across the multitude of different tech systems currently in play. Let's imagine that advisers' wishes were granted and the need for wet signatures disappeared overnight. Many advisers wouldn't be able to cope. Why? Because our rese...

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