Success Story
PACT Finance: Navigating Compliance with Ease and Boosting Sales Efficiency

Name
PACT Finance Ltd
Location
Oundle, England
Industry
Commercial Finance Broker
Website

PACT is a finance broker built on lasting professional relationships. We can help whether you’re setting up a brand-new business, require some additional working capital for your existing business or spreading the cost of a new piece of equipment.

As a burgeoning commercial finance brokerage, PACT Finance faced significant challenges in managing compliance and sales processes efficiently.

The regulatory demands placed on small brokerages can often be overwhelming and hinder operational efficiency.

The adoption of Doc2 has transformed their approach, integrating compliance seamlessly into their daily operations without compromising on sales activities.

This has enabled PACT Finance to not only meet stringent regulatory standards but also enhance their service delivery, making them a standout brokerage in a competitive market.

Guy Sandys

Doc2 is absolutely crucial for ensuring we are compliant in everything we do while allowing us to focus on our sales without compromise.

Guy Sandys, Owner/Director, PACT Finance
30
Minutes

Time taken for Guy Sandys to become proficient with Doc2

Seamless
Integration

Compliance seamlessly integrated into daily sales activities

3
Hours

Privacy notices sent and signed within hours, not days or weeks

PACT Finance’s challenges

As a new commercial finance brokerage, PACT Finance faced the daunting task of establishing compliance and sales processes from scratch. The company, having started trading only recently, had no existing frameworks to manage the rigorous demands of regulatory compliance effectively.

Upon joining White Rose Finance as an Appointed Representative (AR), PACT was introduced to Doc2. Before this partnership, Guy Sandys, the owner and director, was deeply concerned about how they would handle compliance given their limited resources. The prospect of developing numerous complex documents manually for each client interaction loomed large, posing risks of errors and non-compliance.

The anticipated manual processes threatened not only to consume excessive amounts of time but also to hinder their responsiveness to client needs—critical for a new business aiming to establish its credibility and customer base in the competitive finance brokerage sector.

Moreover, the stress of managing compliance without an efficient system was a major concern for Guy, potentially diverting focus from crucial sales activities and impacting overall business growth.

How Doc2 solved these challenges

With Doc2, PACT Finance experienced a radical transformation in handling compliance and sales documentation. The platform’s intuitive design meant that Guy could get up and running within just 30 minutes after a brief training session.

Doc2’s automated systems allowed for rapid generation and distribution of compliant documents. This efficiency not only saved significant time but also ensured accuracy in every customer interaction, thereby maintaining high standards of compliance.

The integration of compliance into daily sales activities became seamless with Doc2. Tasks that were anticipated to be cumbersome were handled effortlessly, allowing Guy to focus more on sales without the constant worry about regulatory adherence.

Doc2’s impact extended beyond just operational efficiency; it instilled a newfound confidence in handling compliance, transforming what was once a major concern into a well-managed aspect of their business process.

What makes Doc2 special?

Custom branding

Custom branding ensures that your clients have a consistent branded experience at every touch point. From the emails to the eSigning page.

Just eSign

For non-templated documents, simply drag and drop your PDF or Word documents into the Just eSign feature and keep all of your eSigned documents in one place.

Audit logs

Keep on top of your document compliance with detailed audit logs. See what all of your employees have done and ensure documents are in the right state.

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