Blog / Wealth Management

The paperless office was a term coined in 1978. Yet in 2013, there was so much paper in the office of Veteran Affairs in North Carolina that it was deemed a safety risk as the floors were buckling under the weight.

Paper is slowly going away, and while there is still the need to collect and distribute information, there are more efficient ways to do it. Collecting information online from clients, or through data feeds means the process of getting information in can be streamlined. Sharing information with clients can also be done online now, without the need to print and send.

With the new digital signature feature in XPLAN, your clients can accept and authorise documents online, making it easier for them and you.   This is another step towards increased efficiency in the advice journey and reducing potential break points. 

We are committed to enabling better connectivity, straight through processing and supporting you with online tools that help you connect and engage with your clients. Perhaps the adviser office of the future will be truly paperless!

 

Jacqui Lennon
Product Executive Wealth Management

 

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