The problem
Different people. Different signatures.
Advisers and relationship managers often customize their own sign-offs, adding unapproved images or outdated details.
Why it matters
In a sector where fraud is a real concern, inconsistent signatures make genuine messages harder to recognize.
The solution
One signature system that still feels personal.
One approved design and set of company details, with each person adding only their own role and contact information.
A recognizable format across the organization.
Company details controlled by admins.
Recorded copy and install activity for your rollout.
Who it helps
Built for the people sending the email.
- Relationship managers
- Advisers and planners
- Operations and client service
- Compliance and marketing teams
How it works
Three simple steps.
01. Design once
Your admin picks a layout, colours and company details.
02. Personalize
Each person adds their own role and contact details.
03. Install
Everyone copies the signature with steps for their mail app.
Your next sign-off starts here