Solution introduction
Do you ever have the feeling that regulatory paperwork takes up too much time of your meetings and that you hardly have any time left to focus on you clients’ financial needs for the future?
Sharpfin helps pension and insurance companies to improve efficiency in their client meetings with up to 75% per meeting compared to previous solutions.
Our offering includes:
- a completely digital advisory process
- full electronic traceability
- a complete set of documentation automatically generated and branded in yourcorporate identity, and
- integration with electronic signatures via Scrive enabling you to serve your clients remote
