Are client fee agreements and consent forms slowing your business down? These processes are dated, lengthy and significantly reduce efficiency. We can help you digitise these processes creating a far better experience for your customers and at the same time, boost your business.
Ascot Lloyd has implemented iPipeline’s AlphaTrust software to help its advisers create a better and more streamlined client journey amid the restrictions imposed by the COVID-19 pandemic. Watch the short video below on how we’ve helped them digitise their manual processes: