In this latest innovation, CCUBE dramatically simplifies the process of adding electronic signatures. DocuSign is now integrated into the CCUBE platform.
How can you give clients more access without losing control? It’s a common worry for advisers seeking to be more client-centric. It’s possible with CCUBE, a platform designed from the ground up to put the investor at the centre of the process.
Leveraging old and new media - How can you stand out in the highly competitive, crowded financial planning market? How can you build your reputation and your client list? Here are 6 rules for using new digital media to still deliver personalised service.
For new technology to actually benefit advice practices, principals need to make sure they show leadership by communicating what it’s for and the strategy behind it, according to CCUBE Integrated Wealth chief executive Nathan MacPhee.