Established in 1969 with a mission to help clients achieve their financial objectives.
For Melanie Monk, General Manager Advice & Financial Planner at Financial Coaching, a Melbourne-based financial planning firm dedicated to helping clients achieve financial independence, efficiency is paramount.
The problem
Before transitioning to Annature, the firm relied on another electronic signing service, but faced ongoing frustrations around high costs and inflexibility.
The solution
“Switching to Annature was initially driven by cost-efficiency and licensing changes,” Melanie explains. “We weren't certain how frequently our clients would embrace digital signatures, so Annature’s pay-as-you-go model provided the flexibility we needed at that stage.”
Once implemented, however, the benefits quickly became evident. Annature significantly reduced turnaround times, improving efficiency across the board. Crucially, it also eased administrative workloads. Melanie estimates the firm now saves several hours per month previously spent making follow-up phone calls. "The reduction in manual client follow-ups has been huge. We're easily saving two to three hours every month—time we can now dedicate to better serving our clients,” she notes.
Melanie also highlights the simplicity and value Annature’s dashboard provides. The administrative team appreciates the clear visibility of document statuses, which eliminates confusion and streamlines follow-ups. “Our admin staff find it intuitive and easy to use, allowing them to track documents seamlessly, without the headaches,” she adds.
One standout feature Melanie points to is the availability of document templates. By utilising Annature’s templates, Financial Coaching has further accelerated their internal processes, significantly cutting the preparation time for frequently used documents. "The templates have made an enormous difference, freeing up staff to focus more on personalised client interactions rather than repetitive administrative tasks."
Annature’s robust Australian-based support also delivered a smooth onboarding process. Melanie recalls how quickly and efficiently Annature stepped in to help during their licensing transition, providing crucial support when their previous solution was no longer viable.
The outcome
Looking ahead, Melanie is excited to explore Annature’s integration with Xplan, a CRM tool the firm already uses, to further streamline operations and reduce the need for manual data handling. Additionally, implementing Annature’s custom-branded SMS notifications and email domains promises to deliver even greater client confidence through cohesive, recognisable branding.
For Financial Coaching, Annature hasn't merely replaced their previous system—it has actively enhanced the firm’s operational effectiveness, saving valuable hours monthly, halving the administrative burden, and enabling more meaningful interactions with clients.
