Wise Owl Financial, a financial planning firm with offices in Adelaide and Perth, prides itself on providing tailored, strategic financial advice. With a commitment to efficiency and client satisfaction, they sought a digital signing solution that could streamline their document processes without unnecessary complexity or high costs. That’s where Annature came in.

“When we started looking for an electronic signing platform, we wanted something efficient and cost-effective,” says Elizabeth Anderson, Client Service Manager at Wise Owl Financial. “We initially considered DocuSign, but it was more than what we needed. A fellow financial planner recommended Annature, and it turned out to be the perfect fit.”

What challenges did you face in your organisation?

Before implementing Annature, Wise Owl Financial relied on traditional methods for obtaining client signatures. “We were sending documents via mail and waiting for them to be returned, which was slow and inefficient,” Elizabeth explains. “Clients would forget, misplace documents, or delay signing, leading to constant follow-ups. It took up valuable time that could be better spent assisting our clients.”

With Annature, the entire process has transformed. Now, important documents—including records of advice, execution-only forms, and withdrawals—are signed digitally, reducing turnaround times and improving overall workflow efficiency. “It’s been a game-changer for us,” Elizabeth notes. “Now, clients can sign from anywhere, and we’re not constantly chasing paperwork. It keeps everything moving smoothly.”

How has Annature improved your processes?

One of the standout features for Wise Owl Financial is Annature’s ability to handle multiple documents within a single envelope. “We often send several forms at once, and being able to include everything in a single transaction makes it much easier for both us and our clients,” Elizabeth shares. “It’s a small detail, but it makes a big difference.”

To further enhance efficiency, Wise Owl Financial has enabled SMS notifications and automatic reminders. “Clients get gentle nudges if they haven’t signed yet, which means we spend less time following up,” Elizabeth explains. “It’s a huge time-saver and ensures nothing falls through the cracks.”

Looking ahead, Wise Owl Financial is exploring additional ways to integrate Annature into their processes, particularly as the financial industry continues evolving. “We’re in the middle of a broader digital transformation, and Annature fits perfectly into that,” Elizabeth says. “Having documents sent from our own domain, for example, will add an extra level of professionalism and security for our clients.”

By adopting Annature, Wise Owl Financial has taken a significant step towards modernising their document workflows, ensuring faster, more secure, and more efficient client interactions. As they continue to refine their processes, Annature remains a trusted partner in delivering seamless financial services.
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https://www.wiseowlfp.com.au/