In a post-pandemic world, financial advisers are under increasing pressure to deliver the same high-quality service their clients expect – but remotely, efficiently, and securely. For Paul Swan, a seasoned Independent Financial Adviser (IFA) with over 25 years of experience, the traditional ways of working simply weren’t cutting it anymore.
Paul’s journey with Videosign shows just how powerful the right technology can be when it’s tailored to your profession. By moving to a single platform designed with financial advisers in mind, he’s streamlined his operations, boosted compliance, and delivered a more professional and seamless experience for his clients.
Here’s how he did it.
The Challenge: A Fragmented, Clunky Workflow
Like many IFAs, Paul found himself juggling multiple tools to deliver advice and get business done. Video meetings were hosted on generic platforms like Teams or Zoom, documents were sent via email or e-signature tools, and compliance was a manual headache. This led to a disjointed client experience – one that didn’t reflect the level of professionalism Paul had built his reputation on.
“Video conferencing platforms seem a bit generic since Covid… not specific enough to us,” Paul explained.
Even simple tasks became inefficient. Switching between systems created delays, introduced compliance risks, and left clients wondering if things could be done better.
The Solution: One Platform, Built for Advisers
That’s when Paul discovered Videosign – a platform purpose-built for regulated professionals like financial advisers. Unlike generic tools, Videosign brings meetings, document creation, signing, and audit trails into one secure, browser-based platform.
“Clients love using a system that is designed with the financial advice process in mind, and is secure,” said Paul.
What stood out most was the integration with Xplan, the financial planning software used by many advisers across the UK. With Videosign, Paul could set up meetings, hold secure video calls, share documents, and obtain compliant eSignatures – all syncing with Xplan.
The Results: A Smarter Way to Work
Since adopting Videosign, Paul’s day-to-day workflow has been transformed. Here are just a few of the improvements he’s seen:
1. Less Admin, More Advice
With all tools in one place, Paul no longer wastes time switching between systems or chasing paperwork. That time has been reinvested in client-facing activity – the part of the job that really matters.
“There’s more time to spend with clients,” he noted.
2. A More Professional Client Experience
Clients now benefit from a seamless, polished process. Meetings feel secure and efficient, documents are signed quickly, and everything is captured in a clear audit trail – giving clients peace of mind and boosting their confidence.
3. Improved Compliance and Record-Keeping
Every meeting is recorded and securely stored, and signed documents are automatically logged – ideal for internal audits and demonstrating compliance with FCA expectations.
4. Faster Turnaround Times
With fewer delays and clearer workflows, deals get done faster. From first meeting to signed agreement, the process is streamlined.
5. Built-in Flexibility
While Videosign integrates seamlessly with Xplan, Paul also uses it independently for non-client meetings – highlighting how adaptable the platform is.
“I even use Videosign outside of Xplan,” he added.
Key Features That Made the Difference
Paul highlighted several features that helped him quickly adopt Videosign and start seeing results:
- Xplan integration: Schedule meetings, view recordings, and manage signed documents all within one system.
- Compliant by design: Built with FCA and legal requirements in mind.
- User-friendly: With guided onboarding and simple tutorials, Paul found it just as easy to use as other platforms.
- Secure recordings and signatures: Giving advisers and clients peace of mind.
- Built-in contract creation tools: Including eSignature tags, form fields, and more.
“User guides and tutorials made it easy for me to get started… I’d say it’s just as simple to use as other alternatives.”
Why More Advisers Are Choosing Videosign
Paul’s story isn’t unique. Across the financial advice sector, more professionals are recognising the need for tools that are built specifically for their workflows and regulatory environment.
With Videosign, you get:
- Full integration with Xplan, intelliflo and FNZ
- Secure, compliant video meetings and eSigning
- A future-ready platform with AI capabilities on the horizon
- Simple onboarding and support whenever you need it
- A better experience for your clients – and more time to focus on them
Read the Full Case Study
Want to see exactly how Paul transformed his practice?
Read the full case study here.
Ready to Modernise Your Advice Process?
If you’re an adviser looking to improve your client experience, cut down on admin, and enhance compliance, Videosign could be the perfect solution.
Book your demo today and see how it can work for your business:
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