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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Moving to electronic signatures

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Moving to electronic signatures

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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

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Dynamic Planner teams up with Adviser Cloud