Financial- and Pension advisors
Do you ever have the feeling that regulatory paperwork takes up too much time of your meetings and that you hardly have any time left to focus on you clients’ financial needs for the future?
Sharpfin helps pension and insurance companies to improve efficiency in their client meetings with up to 75% per meeting compared to previous solutions.
Our offering includes:
- a completely digital advisory process
- full electronic traceability
- a complete set of documentation automatically generated and branded in yourcorporate identity, and
- integration with electronic signatures via Scrive enabling you to serve your clients remote
Book a meeting to find out how we can help your organization.
Commonly used modules
Advisory can fully digitize your advisory and customer onboarding processes including:
- Standard procedures to document your information regarding your clients according to MiFID II or IDD regulations
- Manage and evolve your client documentation directly in Sharpfin
- Send documentation securely and electronically for digital signatures directly to your clients