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Transacting with Transact

moneyinfo makes transacting business with Transact easier and more secure.


moneyinfo have enhanced their DocuSign integration to make it compatible with Transact requirements to permit account creation and transaction forms to be electronically signed. The moneyinfo-DocuSign integration keeps clients’ financial information away from the insecurity of email and provides the audit details required by Transact to prove the document is being signed by the account authority.



Sim Sangha is Business Development Director at moneyinfo. For more information please call 03303 600 300 or to arrange a personal 1:2:1 consultation click here.


03303 600 300

sim.sangha@moneyinfo.com

www.moneyinfo.com