DocuSign’s Digital Transaction Management (DTM) platform and eSignature service is now available on Inetlliflo’s new iO Store, enabling advisers and their support teams to obtain online signatures for essential documents quickly, efficiently and securely via the online app.
DocuSign has a proven worldwide track record of delivering secure client authorisations, having over 85 million users in 188 countries.
Nick Eatock, Intelliflo’s Executive Chairman, says: “The integration of the DocuSign app allows our clients to streamline the document signature processes with their end clients for all sorts of important agreements, speeding up the approval process and improving overall operational efficiency to create a better client experience. All this is tightly integrated to ensure compliance with GDPR.”
The iO store is designed to enable new software partners and other providers to publish their functionality as integrated offerings that can be quickly and easily installed by users of Intelliflo’s Intelligent Office (iO). It leverages the Intelliflo Developer Platform which has been specifically designed to make the building and distribution of integrated applications easier both for partners and for users of iO.
Eatock continues: “We want to enhance our customers’ operational experience as much as possible, which is why we’ve made a rich set of APIs publicly available to any company that can offer services that will benefit UK financial advisers.”