iPipeline has announced that Cirencester Friendly has adopted its AlphaTrust e-sign and document process automation solution.

Cirencester Friendly will use AlphaTrust to digitise its Terms of Business Agreements (TOBA) and wider adviser registration processes. The society’s previous TOBA process was manual and required paper-based signatures.

iPipeline described its AlphaTrust solution as an e-signature and document-process automation solution that can be fully branded and securely digitises the creation of legally enforceable business records.

The solution avoids third party risks because there is no exposure of client data in documents typically routed to other e-signature vendors.

iPipeline UK group managing director, Ian Teague, commented: “By adopting AlphaTrust, Cirencester Friendly has shown its commitment to improving the registration and onboarding experience for its adviser clients.

“This is another example of the diverse application of our AlphaTrust technology – not only will it improve processes for advisers, but it will also benefit the end customer as well.”

Cirencester Friendly operations director, Shirley Fell, said: “AlphaTrust will totally transform the adviser registration process and forms a key part of our overall digitisation programme.

“iPipeline’s technology gives us complete control of the digital journey, allowing advisers to upload confidential information in a secure manner thereby increasing efficiencies, as well as helping us continue cementing our reputation as a forward-thinking friendly society.”

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