The problem of obtaining signatures from clients is universal. In financial services, we understand the importance of signature management whether it be in insurance, retirement or financial advice. Signatures are required to meet increasing compliance obligations and they can also hold up the sales and implementation process.
The recent PractiFI Pinot Noir release makes signature management easy through our integration with DocuSign. Seamlessly send documents out to clients for signature, track their completion and store the returned compliant documents.
Take a look at how signature management is now seamless, secure and compliant through PractiFI.