With a proud 45-year history in the Toowoomba region and beyond, we provide high-level business advice and services to a broad range of clients across many industries.
With a proud 45-year history in the Toowoomba region and beyond, we provide high-level business advice and services to a broad range of clients across many industries.
Prior to implementing Annature, we sent all documents by email or post to be wet-signed and returned. As we are licensed through Count Financial Limited, we learned about Annature through the Count network and were impressed by its cost-effectiveness, ease of use, and the readily available support team. We signed up for Annature two years ago (beginning with our financial planning team) and haven’t looked back.
The problem
Within our financial planning team, we use Annature to send all documentation that can be signed electronically — amounting to thousands of envelopes sent each year. This has reduced turnaround time on getting documents back from clients by over 50%, which is a massive and valuable time-saving for us. Thanks to Annature’s automated reminders, we also don’t spend unnecessary time following up with clients to sign.
The solution
Annature has streamlined how we send Statements of Advice and Records of Advice. Anything that we send via email has to be password protected. To save a step, if we’re sending documents to be signed via Annature, we can also add the Statement of Advice or Record of Advice, as it’s securely encrypted. After clients sign, they also automatically receive a copy, which is another important time-saver for us internally.
The outcome
While individual teams within Robertson Scannell have different uses for Annature, everyone loves its streamlined design and functionality — for example, text fields that allow clients to search for answers to common questions or the ability to drag and drop multiple documents. Our team spans several generations, with some more technologically savvy than others, and everyone agrees Annature is a breeze to use.
In summary, Annature has helped us improve our efficiency, reduce admin, and win back time that we can use productively to benefit our clients.
