James Brearley Case Study

James Brearley, an investment management and dealing services provider, faced challenges in their online application process. Employees were dealing with time-consuming administrative tasks, leading to delays, errors, and frustration. To automate operations and improve the signer experience, they turned to Legalesign eSignature.

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.

They chose Legalesign for its ease of use, quick setup, and customisable features. The seamless integration allowed the company to be up and running in minutes, with continuous updates that further refined their processes. Direct Links enable clients to access forms easily while reducing the administrative workload. Customisable teams and country code dropdowns have enhanced branding, compliance, and data standardisation.

Legalesign enables applications to be processed faster, help ensure security, compliance all while offering a better signing experience for their clients.

For more information on how financial institutions can benefit from Legalesign: