Client:
Accounting and Wealth Management Company
Challenge
- To digitise sales functions to meet compliance requirements.
- To automate sales processes and simplify workflows.
Solution
- Design and facilitation of a transition to an e-signature platform to replace physical sales forms and documentation.
- Identification of alternate payment gateways with a move to online payments integrated with the e-signature platform.
- Refinement of multiple systems into an integrated multi-functional system.
Impact
- Use of electronic signature platform simplifies compliance procedures and minimises time expended on menial administrative and organisational tasks.
- Introduction of alternate online payment gateways reduces time lag and allows for the prompt receipt of customer payments and clearing of bank funds.
- Unified multi-functional system removes complexity, reduces duplication of tasks, and creates efficiency of workflows.