Finspire Finance has achieved professional credibility and enhanced productivity with its implementation of Doc2.
Previously, the commercial finance broker faced significant challenges with document management and compliance, impacting their ability to build trust with new clients.
The firm grappled with a cumbersome document management process that was both inefficient and prone to errors.
Adjusting documents manually consumed valuable time and resources, detracting from their core business activities.
The need for frequent updates to templates from their principal firm added another layer of complexity. These required tedious manual incorporations into Word documents.
This not only increased the workload but also heightened the risk of compliance issues.
However, by adopting Doc2 technology their operational efficiency and compliance dramatically improved through the platform’s contract creation and eSigning capabilities.
Curtis Bull, founder at Finspire Finance, said: “Doc2 is the perfect tool to streamline your processes and eliminate compliance risks.
“It has fundamentally legitimised our brokerage, whilst making us more efficient and credible.
“Clients can now sign and complete documents in seconds.”
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