Moving to electronic signatures

This article is part of
Guide to technology during the pandemic

He explains that if there are some lenders unwilling to allow e-signatures, that will become a bigger factor in which lenders are selected by both advisers and clients.

“It’s perfectly allowable to choose speed and service as the reason for choosing a product or a lender,” he notes.

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Ellie Duncan is a freelance journalist

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Guide to technology during the pandemic

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Moving to electronic signatures

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Moving to electronic signatures

Also in this guide

Guide to technology during the pandemic

Dynamic Planner partners with Salesforce

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Over 70% of financial advice on social media is misleading

'AI could mean advisers can take on 500 clients'

Dynamic Planner teams up with Adviser Cloud

'Fine balance' when passing tech costs to clients

Also in this guide

Guide to technology during the pandemic

More on Technology

Dynamic Planner partners with Salesforce

Nearly 70% of employees would use AI to detect non-financial misconduct

Over 70% of financial advice on social media is misleading

'AI could mean advisers can take on 500 clients'

Dynamic Planner teams up with Adviser Cloud

'Fine balance' when passing tech costs to clients