burder menu bar burder menu bar burder menu bar burder menu bar burder menu bar burder menu bar
Book a
discovery call
Citywire NMA Podcast: the massive savings of ditching paper and postage -- News Post Image

Citywire NMA Podcast: the massive savings of ditching paper and postage

The massive savings of ditching paper and postage

Citywire New Model Adviser editor Will Robins caught up with our managing director Tessa Lee, to discuss cost cutting, wet signatures, how to reduce reliance on postage, how to maintain cyber security and protect client data amid the remote working boom.

With lockdown arrangements in place there has been some discussion whether advisers should be making trips to pick up post but with providers still sending documents by mail and failing to offer digital signatures firms probably feel they have no choice.

The podcast discusses the cost of printing and posting and what savings firms can realise when they switch from post to digital communications.

  • What can and can’t be done using shared documents, portals and e-signatures? [about 08:00 in]
  • Why advisers should abandon email as a means of sending client communications and how to ensure your Zoom conversations are protected? [about 18:00 in]
  • There is more to a business than just hard work. Tess explains the brilliant ways we have been getting together to let off steam via video conferencing and how to run a pub quiz! [about 01.30 in]

Listen to the full podcast:


Book a 1-2-1 demo  here

03303 600300

www.moneyinfo.com