Owl Financial adopts iPipeline e-sign solution

AlphaTrust software

John Brazier
clock • 1 min read

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 the start of a remote meeting. The solution also removes third-party risks by not exposing c...

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