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Cirencester Friendly to use iPipeline software

Jake Carter

November 17, 2020

Cirencester Friendly has agreed a deal with iPipeline to use its AlphaTrust e-sign and document process automation solution.

According to Cirencester Friendly, it will use the software in order to digitise its Terms of Business Agreements (TOBA) and wider adviser registration processes.

Prior to the agreement, Cirencester Friendly’s TOBA process was manual and required paper-based wet signatures.

AlphaTrust is a compliant e-signature and document-process automation solution that securely digitises the creation of legally enforceable business records.

In addition, iPipeline outlined that third party risk is avoided, as there is no exposure of client data in documents, which would typically be routed to other e-signature vendors.

Ian Teague, UK group managing director of iPipeline, said: “By adopting AlphaTrust, Cirencester Friendly has shown its commitment to improving the registration and onboarding experience for its adviser clients.

“This is another example of the diverse application of our AlphaTrust technology – not only will it improve processes for advisers, but it will also benefit the end customer as well.”

Shirley Fell, operations director at Cirencester Friendly, added: “AlphaTrust will totally transform the adviser registration process and forms a key part of our overall digitisation programme.

“iPipeline’s technology gives us complete control of the digital journey, allowing advisers to upload confidential information in a secure manner thereby increasing efficiencies, as well as helping us continue cementing our reputation as a forward-thinking friendly society.”


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