James Brearley Case Study

The Challenge

James Brearley, an investment management and dealing services provider, faced delays and issues with its online application process. Employees were spending excessive time managing forms and administrative tasks, which led to errors and frustration.

The Solution

James Brearley used Legalesign electronic signature to improve their operations.

Paul Fisher, IT Manager at James Brearley, said:

Legalesign allows us to run our online application service forms via direct link, customers can visit a webpage and complete a form when required.

James Brearley used direct links, customisable teams, and automated dropdowns to cut manual tasks and errors, leading to faster application completion and a better client experience.

The Results

Since implementing Legalesign electronic signatures for its applications, James Brearley has seen significant improvements in their workflows.

• Faster completion: Clients can securely access documents with ease and quickly select form options, enhancing the signing experience and minimising repetitive typing.

• Fewer data errors: Direct links and automated dropdowns reduce manual entry mistakes.

• Higher satisfaction: Clients have provided positive feedback on the new system.

Learn more information on how financial institutions can benefit from Legalesign,