Cirencester Friendly future-proofs with the help of Cheltenham tech firm
By Matt Hall | 18th November 2020
Cheltenham based provider of digital solutions and services iPipeline has revealed the insurance firm's adoption of its e-sign and document process automation system.
Cirencester Friendly will use 'AlphaTrust' to digitise its Terms of Business Agreements (TOBA) and wider adviser registration processes. The Friendly Society's previous TOBA process was manual and required paper-based wet signatures.
iPipeline said that AlphaTrust is a fully-brandable, compliant e-signature and document-process automation solution that securely digitises the creation of legally enforceable business records.
It added that third party risks are also avoided because there is no exposure of client data in documents typically routed to other e-signature vendors.
Ian Teague, UK group managing director at iPipeline said: "By adopting AlphaTrust, Cirencester Friendly has shown its commitment to improving the registration and onboarding experience for its adviser clients. This is another example of the diverse application of our AlphaTrust technology - not only will it improve processes for advisers, but it will also benefit the end customer as well."
Shirley Fell, operations director at Cirencester Friendly said: "AlphaTrust will totally transform the adviser registration process and forms a key part of our overall digitisation programme. iPipeline's technology gives us complete control of the digital journey, allowing advisers to upload confidential information in a secure manner thereby increasing efficiencies, as well as helping us continue cementing our reputation as a forward-thinking Friendly Society."
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