How Aberdeen Adviser is bringing supported e-signatures to customer onboarding.
Aberdeen Adviser provides an investment platform used by financial advisers and their clients. Its individual customer onboarding process involves a number of key forms that need to be signed, evidenced and stored correctly, often at high volumes.
"Digital signing is an important part of making onboarding simpler and more efficient for our customers."
Before implementing LegadoSign, Aberdeen Adviser used a different signature process for its onboarding forms.
As customer numbers grew, the team wanted a fully supported platform that could handle signing at scale while maintaining the controls expected in a regulated environment.
The change was also about making the process simpler for customers, reducing the friction around completing the forms needed to get started.
Aberdeen Adviser now uses LegadoSign across key forms in its individual customer onboarding journey. The implementation was delivered through FNZ, which already works with Legado, with ongoing support from the Legado team.
The platform brings sending, signing, storage, and evidence capture into one place. It supports Advanced Electronic Signature requirements and creates an audit trail for each document, giving the team visibility over what was signed, by whom and when.
"Working with FNZ and Legado gives us a secure, supported platform that can handle key customer documents at scale while maintaining the controls and confidence expected in a regulated environment."
LegadoSign is expected to support thousands of customer signatures each month across Aberdeen Adviser's onboarding journeys.
For customers, this provides a simpler way to complete the forms needed to get started. For the operations team, it replaces the previous signature process with a single supported journey, with evidence captured automatically as each document is signed.
With LegadoSign in place across key onboarding forms, Aberdeen Adviser has a supported platform that can scale with its customer base without adding unnecessary work for the teams managing the process.