When Mankit Tsang, Founder and Certified Financial Planner at Tandem Financial, realised his document-signing process was inefficient and costly, he knew it was time to look elsewhere. His previous experiences with DocuSign were prohibitively expensive, and Adobe Sign proved unreliable, complicating even the simplest of tasks.

What challenges did you face in your organisation?

“DocuSign's pricing model was inflexible, and Adobe Sign constantly created technical issues. I remember having to interrupt a business lunch multiple times because a client couldn’t get their document signed,” recalls Mankit. “Eventually, I had to print and manually scan the form, completely defeating the purpose of electronic signing.”

After discovering Annature through his adviser network, Mankit found immediate relief. Annature’s onboarding was seamless, guided personally by the support team, eliminating the frustration previously encountered. “The setup was fantastic—quick responses and clear instructions. Within a day or two, we were fully operational,” he says.

How has Annature improved your processes?

Cost reduction was dramatic: Tandem Financial’s switch to Annature slashed their electronic signing costs by approximately 90% compared to DocuSign’s expensive per-user model. “Annature’s transparent per-envelope pricing made a huge difference,” Mankit says. “Now, all our team members can send documents easily without us paying excessive user fees.”

Efficiency also significantly improved. By integrating Annature with their Xplan financial planning software, Tandem eliminated redundant manual tasks, resulting in at least a 25% increase in productivity for document handling. “With Annature’s Xplan integration, documents now go directly into client files. That saves significant time and makes workflows simpler,” he notes.

For Mankit, client satisfaction has also noticeably improved—especially among older clients. “Previously, some of our older clients struggled with Adobe’s complicated signing process, which required multiple steps. Annature simplified this dramatically. Now they sign effortlessly on their mobiles—one click, and it’s done,” he explains.

Features such as SMS notifications and user-friendly templates have enhanced the experience further, making it easy for both Tandem’s team and their clients. “Our entire signing process is faster, more intuitive, and far more affordable,” Mankit says. “Switching to Annature was one of the smartest decisions we’ve made.”

Thanks to Annature, Tandem Financial not only streamlined their workflow but achieved measurable improvements that directly benefited their clients and their bottom line.

https://tandemfinancial.com.au/