From Paper to Pixels: How Signatures Went Digital in Finance
In the world of finance, the shift to digital signature collection was revolutionary!
E-signatures make everything quicker and easier. They speed up transactions, improve security and compliance, plus they make life smoother for advisors, back office staff, and clients alike.
In this whitepaper, From Paper to Pixels: How Signatures Went Digital in Finance, follow the industry-wide shift that did away with big stacks of paperwork and long waits for signatures from afar. And learn about the role PreciseFP has played in facilitating e-signature capabilities nationwide.
Download the Whitepaper
See the role PreciseFP plays in facilitating e-signature capabilities nationwide.
"The time saving is…probably like 75% of the draw. When we tell our advisors, ‘You could do this without doing all of that,’ they’re like, ‘Sign me up!’"
Natalie White, WMCP®
AmeriFlex® Premier Concierge
See how The AmeriFlex Group has customized the PreciseFP platform to create a branded experience for each office, allowing them to scale efficiently while maintaining personalized service for their clients.