Free App For Getting Documents Signed Over The Web Has Potential To Streamline A Troublesome Process For Advisors

Monday, December 19, 2011 16:24
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Free App For Getting Documents Signed Over The Web Has Potential To Streamline A Troublesome Process For Advisors

Tags: privacy; security | productivity

Getting electronic signatures is becoming easier, and now a free app provides a way to get an agreement signed securely over the Web.

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SignNow comes in a free version and a paid "professional" version is coming soon.

 

The app claims to enable you to get e-signatures without scanning, faxing or mailing documents and it looks promising. But it will require testing and reviews by advisors to see if it lives up to its promise.

 

The company says it keeps your documents encrypted on its web server while they are  processed and then discards your documents once you are done. It requires no registration and can be used on mobile devices.

 

For advisors, this could be a huge sales and productivity booster.

 

Would appreciate any feedback from A4A members who try it out.

 

 

 

 

Comments (15)

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vguettlein
Thanks for the heads up here, Andy. Hey, how 'bout a post or running log of how advisors are implementing Ipads? Mostly I see people using them for personal purposes such as reading, media, etc., and not really for business. I would love to hear how other advisors are using these devices, as well as being kept up to date on the latest possibilities unearthed by your keen research.
vguettlein , December 19, 2011
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successful71
Andy, I would agree with the previous comment. I would love not having to carry my laptop around to meeting with clients. If you can share your insight on how to effectively implement this in our practices.
successful71 , December 19, 2011
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vguettlein
Here is something I found that many of you might like: slideshark.com
vguettlein , December 19, 2011
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agluck
Expanded iPad coverage is on the way in a few weeks.
SlideShare.com is less expensive than SlideShark and it is integrated with LinkedIn.
agluck , December 20, 2011
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vguettlein
Slideshark offers a 100mb free account. Used it for a group meeting today with my Ipad. Much nicer than lugging a big heavy slow laptop. Instant on. Boom, there is the presentation. Downside, if you have a lot of special effects or need your on-screen speaker notes, well they aint there in Slideshark.
vguettlein , December 20, 2011
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agluck
SlideShare's LinkedIn integration is good for advisors. But I should take another look at Slideshark versus SlideShare.

Like SlideShark, SlideShare also offers a free version but I would not recommend using it regularly for marketing.

The free version of most Web apps generally pose problems when used by professionals in client communications.

For example, the free version of SlideShare follows your slideshows with ads -- often ads from rivals or businesses related to yours. YouTube does the same kind of thing.

If you can avoid it, you probably don't want your slideshows and videos to be followed by a "related" video about a discount brokerage's financial planning service.
agluck , December 21, 2011
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vguettlein
I'll have to look out for that, but I will note that the SlideShark presentation I made ONLY had the slides I prepared, and with no additional junk. The program simply converted the ppt I uploaded from my pc to the site, converted it, then made it available to my Ipad. No bells and whistles. But, I understand that if there are bells and whistles in the original ppt, that they translate over to the SlideShark version as well.

I really hope we can get our community here to interact more about the mobile apps they are using, and how. We can really help each other out.

Happy Hanukkah, Andy, and Merry Christmas to the rest us you all! (Or happy whatever if you don't like options a or b above.)
vguettlein , December 22, 2011
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vguettlein
Pardon my I can't typing. Too much Nog in my Egg Nog, I guess. Sllluuuuur.
vguettlein , December 22, 2011
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agluck
Advisor Products recorded its brilliant annual holiday medley again this year, but I have not distributed it because I screwed it up by having one of the switches up when it should have been down. For you, dear VGuittlein, and our fellow A4A stalwarts, please see http://www.youtube.com/watch?v...ature=plcp
agluck , December 22, 2011
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vguettlein
For those advisors who like the idea of Dropbox, but want more security, here's an option: https://spideroak.com/

Anyone tried this?
vguettlein , December 27, 2011
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agluck
But if you want to get serious, check out http://www.slideshare.net/Advi...w-10652069
agluck , January 11, 2012
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vguettlein
Oops. Sorry 'bout that.
vguettlein , January 11, 2012
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agluck
No apology needed. If we can't be better than these free and freemium competitors, it would be a problem for us. But we are totally specialized and inexpensive.
agluck , January 11, 2012
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vguettlein
But I do want to respect you on this forum. This is a great service, and I don't want to detract from your other offerings.
vguettlein , January 11, 2012
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agluck
We need all apps and possibilities to be discussed freely on A4A, including offerings competing with my marketing company.

Advisor Products must be better than other solutions open to advisors or work with the other vendors offering strengths we do not possess.

As long as Advisor Products and A4A do what's in the best interest of advisors,I'm doing my job and being faithful to my readers and Advisor Products users.


Knowledge obtained by working as a tech vendor in the industry and my background as a reporter benefits A4A readers and Advisor Products users.

And I don't need to own the entire market. I just want to serve a small segment of the smartest advisors.

But thanks anyway. I appreciate the thought.
agluck , January 11, 2012

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