North's powerful solutions

At North, we’re constantly striving to enhance your experience and empower you to elevate your advice potential. Our latest upgrades are geared towards efficiency and transparency, ensuring you can deliver top-notch advice and service to your clients.

Here's what's new:

Enhancing transparency with Activity Management new progress bar feature

North is taking a significant step forward in its digital service journey by introducing a progress bar feature. This feature aims to provide advisers with complete transparency on their service requests, offering valuable insights into the status and progress of each request.

The progress bar will visually represent the end-to-end process, displaying distinct steps for every service request and showing live updates as the request moves towards completion. Each step will be time-stamped and accompanied by a custom description, enriching the information available to users.

This feature is one of many new upcoming enhancements in this space which is aimed at uplifting transparency, efficiency, and user-friendliness in its digital service platform, ensuring a smoother experience for advisers and clients alike.

For more information, click here to view the FAQs.

Expanded eSignature options for enhanced document efficiency and convenience

We are excited to inform you that, in response to your valuable feedback, we have broadened our eSignature acceptance options. Our expanded list of eSignature providers now includes well-known names such as Docusign, Adobe Sign, IRESS Digital Signatures, FuseSign, Annature, Dropbox Sign/HelloSign, OneSpan and Nitro.

This expansion allows customers to submit completed documents with a Certificate of Completion/Audit Trail, which includes key details such as the date and time of signing, originating email address, IP address of signing, and crucial client information. These improvements are specifically designed to elevate the efficiency and convenience of the document signing process, benefiting both you and your clients.

For more information, click here to view the Guide and FAQs.

We’re delighted to announce this improvement, and that there’s still more to come. This is part of an ongoing journey with further enhancements on the horizon.

For more information, speak with your Business Development Manager.