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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.

A simple workflow

Complete matters confidently with a flexible process for meetings, signing and clear evidence at every step.

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Step 1: Meet clients remotely and securely

Hold secure video meetings with recorded evidence to discuss terms, provide advice and complete documents.

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Step 2: Guide clients through signing

Sign documents during the meeting, or send them directly for signing when no meeting is required.

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Step 3: Store sealed, audit-ready evidence

Every signed document is sealed and includes a timestamped audit trail with video evidence, ready for review.

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

  • 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.

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.

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Integrations built for financial services

Connect Videosign with leading financial advice and wealth management platforms to streamline client meetings, documentation and signing without disrupting your existing workflow.

Financial Advice Platform
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intelliflo office

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Xplan

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FNZ

Using a different platform?

We're open to integrating with additional platforms and CRMs to help streamline your workflows. Contact us 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

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.

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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.

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Video and transcript evidence

Hold secure, browser-based video meetings with automated recordings and transcription summaries for where additional context or reassurance is needed.

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Sealed document integrity

All signed documents are protected with a Qualified Electronic Seal, helping to preserve integrity and detect any changes after signing.

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Flexible identity assurance

Verify client identities with integrated bank-based or biometric identity verification when additional assurance is needed.

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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.