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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

FCA launches tool to help firms understand its investment advice expectations

FCA launches tool to help firms understand its investment advice expectations

Regulator unveils its ‘Investment Advice Assessment Tool’

Isabel Baxter
clock 13 June 2025 • 1 min read
Simon Rogerson on the pitfalls of growing through acquisitions

Simon Rogerson on the pitfalls of growing through acquisitions

'Communication needs to be two-way, especially when two businesses come together.'

Simon Rogerson
clock 12 June 2025 • 4 min read
How connection drives operational efficiency and reduces turnover risk in financial services

How connection drives operational efficiency and reduces turnover risk in financial services

'33% of financial services professionals feel like outsiders in their own workplace'

Mary-Clare Race
clock 11 June 2025 • 5 min read