eSignature is almost here!
The eSignature excitement is building as there are many benefits, not only for the Advisor, but to the client experience as well. The implementation of eSignature will:
During the implementation process the Regal/Regulus team has received assistance from a handful of beta testers in the field. These beta testers have been very helpful in their feedback and testing of the platform with various work items and forms. Some of the feedback we received, along with the action taken, is listed below:
Overall the feedback from the beta testers has been very positive and helped the Regal/Regulus team shape the rollout to the Advisor field as a whole. We appreciate those that took the time to learn the eSign platform and assist us with the testing of it.
eSignature will be available for all Regal Investment Advisors’ and Regulus Advisors’ documents, as well as Pershing, TD Ameritrade and Fidelity.
With eSignature, Advisor offices will utilize Starting Point inside COMET to populate and produce the appropriate paperwork.
|After producing the populated documents with all information completed, the Advisor will enter and confirm all information for the eSignature recipients, then send to the client with a click of a button.
|The client will receive the documents by email, confirm their identification, and sign the documents via DocuSign. After the client signs the documents the Advisor will be prompted to sign the documents via DocuSign as well. Once these signings are complete the work item is automatically sent to the Regal/Regulus service team for the normal review and processing.
|Implementation Timeline and Training
While the process is simple, our team understands that implementing eSignature into a practice is a big change and can be difficult with some clients given certain circumstances. We will be providing training for all Advisors and Assistants to fully equip offices to implement this new system into your practices.
Training will include a short mandatory video, and resources such as PDF guides, video tutorials, and small group webinars will be available to accommodate your learning preferences. The timeline for full implementation will be communicated over the coming months as we work with Advisor offices to ensure the client experience is as seamless as possible. Expect more information on training the week of December 16th!
|‘Regal Update’ Webinar
Below is a link to the last “Regal Update” webinar. During this webinar the team talked about the eSignature rollout, sleeve accounts, year-end deadlines, and many other important updates. Click below to review the recording of the webinar.
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