--- title: Videosign for Financial Advisers description: Digital signatures and secure video meetings for financial advisers. Stay compliant, reduce admin, and manage client agreements in one platform. --- [Skip to content](https://info.videosign.co.uk/financial-advisers#main-content) [![](https://info.videosign.co.uk/hs-fs/hubfs/VideoSign-FullColour@2x.png?width=1135&height=284&name=VideoSign-FullColour@2x.png)](https://info.videosign.co.uk/?hsLang=en) - Features Show submenu for Features - [Meeting Room](https://info.videosign.co.uk/meeting-room) - [Signatures](https://info.videosign.co.uk/electronic-signatures) - [Identity Verification](https://info.videosign.co.uk/identity-verification) - [Audit Trail](https://info.videosign.co.uk/audit-trail) - [Directsign](https://info.videosign.co.uk/directsign) - [Contract Creator](https://info.videosign.co.uk/contract-creator) - [Pricing](https://info.videosign.co.uk/pricing) - Insights Show submenu for Insights - [Blog](https://info.videosign.co.uk/blog) - [Webinars / Events](https://info.videosign.co.uk/webinars-and-events) - Help Show submenu for Help - [Raise a Ticket](https://videosignltd.atlassian.net/servicedesk/customer/portals) - [Support Resources](https://info.videosign.co.uk/help-and-support) - [FAQs](https://info.videosign.co.uk/faqs) - [Book a Demo](https://info.videosign.co.uk/book-a-demo) Open main navigation Close main navigation - Features Show submenu for Features - [Meeting Room](https://info.videosign.co.uk/meeting-room) - [Signatures](https://info.videosign.co.uk/electronic-signatures) - [Identity Verification](https://info.videosign.co.uk/identity-verification) - [Audit Trail](https://info.videosign.co.uk/audit-trail) - [Directsign](https://info.videosign.co.uk/directsign) - [Contract Creator](https://info.videosign.co.uk/contract-creator) - [Pricing](https://info.videosign.co.uk/pricing) - Insights Show submenu for Insights - [Blog](https://info.videosign.co.uk/blog) - [Webinars / Events](https://info.videosign.co.uk/webinars-and-events) - Help Show submenu for Help - [Raise a Ticket](https://videosignltd.atlassian.net/servicedesk/customer/portals) - [Support Resources](https://info.videosign.co.uk/help-and-support) - [FAQs](https://info.videosign.co.uk/faqs) - [Book a Demo](https://info.videosign.co.uk/book-a-demo) - [Log In](https://client.videosign.co.uk/) [Log In](https://client.videosign.co.uk/) # Secure, audit-ready digital signing for financial advisers # Secure, audit-ready digital signing for financial advisers Designed for regulated financial services, Videosign combines client meetings, identity verification and digital signing in one compliant platform. [Book a demo](https://info.videosign.co.uk/book-a-demo?hsLang=en) ## A simple workflow Complete matters confidently with a flexible process for meetings, signing and clear evidence at every step. ![meet](https://info.videosign.co.uk/hubfs/meet.svg "meet") ## Step 1: Meet clients remotely and securely Hold secure video meetings with recorded evidence to discuss terms, provide advice and complete documents. [Meeting Room](https://info.videosign.co.uk/meeting-room?hsLang=en) ![sign](https://info.videosign.co.uk/hubfs/sign.svg "sign") ## Step 2: Guide clients through signing Sign documents during the meeting, or send them directly for signing when no meeting is required. [Signatures](https://info.videosign.co.uk/electronic-signatures?hsLang=en) ![audit](https://info.videosign.co.uk/hubfs/audit.svg "audit") ## Step 3: Store sealed, audit-ready evidence Every signed document is sealed and includes a timestamped audit trail with video evidence, ready for review. [Audit Trail](https://info.videosign.co.uk/audit-trail?hsLang=en) ## How financial advisers use Videosign Whether you're onboarding a new client, discussing investment recommendations or completing regulated documentation, Videosign brings every stage of the client journey together in one secure platform. --- ![Videosign Complete Doc](https://info.videosign.co.uk/hubfs/Videosign%20Complete%20Doc.svg "Videosign Complete Doc") - Hold secure video meetings with clients from anywhere. - Review financial documents and recommendations together in real time. - Verify identity and perform relevant KYC, AML and regulatory checks. - Capture SES, AES or QES depending on the transaction and level of assurance needed. - Generate a complete audit-ready record, including documents, signatures, timestamps and video evidence. - **The Result:** A more efficient client journey, reduced administration and greater confidence that every interaction is securely documented. [Book a demo](https://info.videosign.co.uk/book-a-demo?hsLang=en) Real results from real advisers ## "*Videosign has transformed the way I work with clients.”* A financial adviser shares how integrating Videosign into their workflow has helped: - Streamline client meetings and document signing - Stay compliant with a secure audit trail - Save time by removing duplication and admin - Deliver a more professional, digital-first experience **Read the full case study** to see how they use Videosign to simplify the remote advice process while staying fully compliant. [Read Case Study](https://info.videosign.co.uk/hubfs/Paul%20Swan%20-%20Case%20Study.pdf?hsLang=en) ![financial (1)](https://info.videosign.co.uk/hs-fs/hubfs/financial%20(1).png?width=350&height=500&name=financial%20(1).png "financial (1)") ## Integrations built for financial services ## Connect Videosign with leading [financial advice](https://info.videosign.co.uk/financial-advisers?hsLang=en) and wealth management platforms to streamline client meetings, documentation and signing without disrupting your existing workflow. ![Financial Advice Platform](https://info.videosign.co.uk/hubfs/Financial%20Advice%20Platform.png "Financial Advice Platform") [![intelliflo logo](https://info.videosign.co.uk/hubfs/intelliflo%20logo.png "intelliflo logo")](https://oneid.uk/verified-id) ## intelliflo office [Enquire Now](https://info.videosign.co.uk/contact-us?hsLang=en) [![xplan (1)](https://info.videosign.co.uk/hs-fs/hubfs/xplan%20(1).png?width=1080&height=300&name=xplan%20(1).png "xplan (1)")](https://www.daon.com/solution/identity-proofing-verification/?_gl=1*dop0cf*_up*MQ..*_gs*MQ..&gclid=CjwKCAjwxb7RBhA5EiwAQ-AAdPgRrwWptSLmouxtWOq5-uEj9GiL9Jnq7VS72dd88eiQPlZ-hFgQvxoCdMcQAvD_BwE&gbraid=0AAAAABOiEx6nmZHFAA9O3SvMlpM6zOMK5) ## Xplan [Enquire Now](https://info.videosign.co.uk/contact-us?hsLang=en) [![fnz](https://info.videosign.co.uk/hubfs/fnz.png "fnz")](https://oneid.uk/verified-id) ## FNZ [Enquire Now](https://info.videosign.co.uk/contact-us?hsLang=en) ## Using a different platform? ## We're open to integrating with additional platforms and CRMs to help streamline your workflows. [Contact us](https://info.videosign.co.uk/contact-us?hsLang=en) to discuss options. ## Why financial services choose Videosign ## Videosign gives financial advisers the tools to manage signatures, evidence and records with confidence - without unnecessary complexity. ## ![flexible](https://info.videosign.co.uk/hs-fs/hubfs/flexible.png?width=65&height=65&name=flexible.png) ## Flexible signature assurance Use Simple Electronic Signatures (SES) as standard, or add identity verification through integration partners to support Advanced (AES) and Qualified (QES) where required. ## ![timestamp](https://info.videosign.co.uk/hs-fs/hubfs/timestamp.png?width=65&height=65&name=timestamp.png) ## Clear timestamped audit trails Every signing journey is captured in a timestamped, tamper-evident audit trail, providing a clear, easy to understand record for review and file management. ## ![video evidence (1)](https://info.videosign.co.uk/hs-fs/hubfs/video%20evidence%20(1).png?width=65&height=65&name=video%20evidence%20(1).png) ## Video and transcript evidence Hold secure, browser-based video meetings with automated recordings and transcription summaries for where additional context or reassurance is needed. ## ![sealed doc](https://info.videosign.co.uk/hs-fs/hubfs/sealed%20doc.png?width=65&height=65&name=sealed%20doc.png) ## Sealed document integrity All signed documents are protected with a Qualified Electronic Seal, helping to preserve integrity and detect any changes after signing. ## ![witness](https://info.videosign.co.uk/hs-fs/hubfs/witness.png?width=65&height=65&name=witness.png) ## Flexible identity assurance Verify client identities with integrated bank-based or biometric identity verification when additional assurance is needed. ## ![repeatable](https://info.videosign.co.uk/hs-fs/hubfs/repeatable.png?width=65&height=65&name=repeatable.png) ## Repeatable client workflows Create reusable document templates and standard workflows to reduce admin, improve consistency and support high-volume work. ## Book a Demo Today Book a personalised demo to see how Videosign can support your organisation. 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