Over the past few months we’ve been helping private banks, wealth managers and asset managers move forward and navigate challenges created by the covid-19 pandemic. Restrictions on travel and social distancing measures continue to make it difficult to meet people in person, so their written communications have been more important than ever.
The situation has also made it harder for them to manage some of their routine business processes, such as asking new clients to complete and sign onboarding documents. The good news is that interactive forms offer an easy solution. They’re straightforward to complete on screen and can still be printed out and filled in by hand.
We’ve been producing and managing interactive forms for a few years now, but the idea has really gained traction this year. Shifting your client forms to digital versions also offers a good opportunity to review the content and make sure it’s clearly written. It’s also important to make sure the design and layout is straightforward to follow.
For the most professional-looking results, we design client forms and documents using Adobe InDesign and then export interactive pdfs in Adobe Acrobat. This approach means we can incorporate other elements, such as drop-down lists, as well as restrictions on some sections, such as date formats, character limits and mandatory fields. Anyone can open a pdf by downloading the free Acrobat Reader program.
Seamlessly simple e-signatures
If you have forms that require a signature then we can simply include a box for an electronic one, which is a legal way of getting consent or approval on digital documents. It can replace a handwritten signature in virtually any process, and save your business time, hassle and money.
Legally binding. E-signatures are legally valid and enforceable in almost every industrialised country in the world.
Very efficient. Speed up every transaction and process by having people e-sign your documents.
Cost-effective. Using e-signatures helps cut spending on paper, ink and postage, and reduces your carbon footprint.
A clear conversation
Please get in touch to find out how our editorial and design services can help you find new ways to improve your business processes by emailing email@example.com or calling +44 (0)20 3328 5498.