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!
Product Executive Wealth Management
How to win and retain clients in a digital age where loyalty is getting harder to achieve.
How to make lifestyle planning a successful and profitable part of your advice proposition.
A decisive shift is happening and planning for it now is critical.
We profile five of our exceptionally talented women from around the world.
What every wealth and investment firm needs to put at the centre of its strategy.
It's a major change but is taking financial services in the right direction.
What will shape the delivery of financial services in 2018?
'Tis the season for giving so here's three of our most popular insight pieces all wrapped up.
With regulation constantly changing, how can financial services ever keep up?
Acurity delivers digital updates for superannuation funds
With the pressure to be ‘digital’, is your approach strategic, or just tactical?
Find out what happened when we put two of our favourite technologies together.