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How RightSignature Helps Financial Services Firms Manage Remote Clients

By: Steve Stormoen / Monday, January 9, 2017


For professionals working in the Financial Services industry, remote clients are a way of life. Firms dedicated to banking, brokerage, investments, and other financial services usually tend to cluster in large cities — especially cities with significant trading markets, such as New York, London, or Tokyo. However, individuals and companies in need of those services are scattered all across the world.

With that in mind, it should be no surprise that, in a recent survey of RightSignature customers, 80 percent of respondents from the Financial Services field reported that RightSignature made it easier for them to service remote clients.
Customer Content verified by TechValidate.

In the survey, conducted in November 2015 by third party survey service TechValidate, 52 Financial Services professionals were included in a field of 288 respondents. Among that group, those in Financial Services were more likely than nearly any other industry to report that RightSignature helped them service remote clients more easily.

Why does RightSignature make it so easy to work with clients anywhere in the world? To start, RightSignature delivers your important documents to your clients, anywhere in the world, instantly. No more waiting for the mail to arrive or worrying about your client’s fax line — RightSignature makes it easy to send, sign, and return your important documents in the blink of an eye.

RightSignature also eases the burden on servicing remote clients because of our dedication to making sure RightSignature works on any device — PC, Mac, iPhone, iPad, Android, you name it. We realize that you can’t predict what your client is using to sign your Financial Services contracts, so we make it easy to sign RightSignature documents no matter what device your clients are using. With RightSignature, all you have to do is send the document, and we take care of the rest.

Undoubtedly, these qualities are welcome to the Financial Services industry, with its prevalence of remote clients and emphasis on top-of-the-line service. One business professional in a Financial Services firm, who could not be named due to company policy, responded to the above survey with a glowing review:
Customer Evidence verified by TechValidate.

Whether you work in Financial Services or not, if you have any remote clients, you probably know how much RightSignature turns the impossible task of all that paperwork into a piece of cake. Do you have a story about a time RightSignature helped you service a client from far, far away? Let us know on Twitter and join the conversation!

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