The introduction of Astute Digital Consent has proven to be a big success. Our Digital Consent Service allows our clients (the intermediary) to request and obtain consent digitally from their clients…
Digital Consent and allows intermediaries to assist the client with financial needs analysis without having to obtain a paper-based consent that the financial advisor’s client or potential client has to manually sign. Digital Consent is based on an agreement between the intermediary and the client; the intermediary will request digital consent via the Astute Online/ FNA software platform and the client will receive an SMS that will allow them to accept or decline the consent request digitally.
A value-add to ensure a quicker streamlined process in getting financial needs analysis done efficiently and assistance for the intermediary to give accurate and sound (informed) advice in the digital era.
Join us on our journey to paperless 2020 and sign up to Digital consent today!