Owl Financial selects iPipeline’s AlphaTrust software to digitise compliance process in remote selling environment

  • iPipeline

23 February 2021, Cheltenham

iPipeline® – a leading provider of no code / low code digital solutions and services – has announced Owl Financial, specialists in financial protection advice, has adopted its document delivery and e-Sign solution, AlphaTrust®, to digitise its compliance process.  Owl Financial is part of Openwork Limited – one of the UK’s largest networks of financial advisers.

As part of its COVID-19 remote advice approach, Owl Financial will automate key compliance and data protection documents that require a signature from clients. This enables Owl Financial Protection Advisers to take documents that  previously had to be signed during the initial face-to-face meeting with a client and issue and sign ahead of or at the start of a remote meeting.

Owl Financial’s 1,200+ advisers will have access to the solution, which will turn inefficient, paper-based processes into accurate and streamlined digitised workflows, making them faster and better controlled as well as safer and more secure.

AlphaTrust is a widely used document process and e-sign solution that enables automation ranging from simple send a document for signature to the most complex workflows. The solution is industry compliant and securely digitises the creation of legally enforceable business records, providing real-time visibility from start to finish. Fully brandable, it will allow Owl Financial to provide its clients with an efficient, seamless and safe journey. It also eliminates third party risks by not exposing client data in documents typically routed to other e-signature vendors.

Paul Yates, Product Strategy Director at iPipeline, said: “We are delighted that Owl Financial has adopted AlphaTrust. Digitising its compliance and data protection documents will improve the firm’s business process by increasing efficiency, improving security and reducing costs. It also means advisers can more easily provide much-needed protection advice to clients amid the remote-selling environment brought about by the pandemic.”

Liam Richards, Owl Financial’s Head of Sales said:  “We’re constantly looking at how we can improve our services and are delighted that our Protection Advisers and customers can benefit from a swift and secure e-signature solution. We’ve had positive feedback about how straightforward the process is.”