For finance IT: Attach signed fee confirmations to deals
For finance IT: Attach signed fee confirmations to deals
IT handles fee form submissions manually, causing missing signed confirmations and audit gaps that increase compliance risk. It emails the signed confirmation and attaches it to the deal for client care.
Overview
Missing signed fee confirmations put financial services firms at risk of audit and compliance gaps. This workflow ensures every fee submission yields a signed confirmation that’s emailed to the client and attached to the deal, delivering an auditable consent trail and faster handoffs for client care.
Notable Features
- Generate signed confirmation PDFs
- Email confirmations to clients
- Attach confirmation to deal records