Streamline client categorization for efficient document management
See how it works!Click here to sign a sample doc
Award-winning eSignature solution
airSlate SignNow solutions for better efficiency
Keep contracts protected
Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to client categorization.
Stay mobile while eSigning
Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and client categorization later when your internet connection is restored.
Integrate eSignatures into your business apps
Incorporate airSlate SignNow into your business applications to quickly client categorization without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.
Generate fillable forms with smart fields
Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.
Close deals and get paid promptly
Collect documents from clients and partners in minutes instead of weeks. Ask your signers to client categorization and include a charge request field to your sample to automatically collect payments during the contract signing.
Collect signatures
24x
faster
Reduce costs by
$30
per document
Save up to
40h
per employee / month
Our user reviews speak for themselves
Kodi-Marie Evans
Director of NetSuite Operations at Xerox
Samantha Jo
Enterprise Client Partner at Yelp
Megan Bond
Digital marketing management at Electrolux
be ready to get more
Why choose airSlate SignNow
-
Free 7-day trial. Choose the plan you need and try it risk-free.
-
Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
-
Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
Your step-by-step guide — client categorization
Steps for client categorization using airSlate SignNow
- Open your preferred web browser and navigate to the airSlate SignNow homepage.
- Either create a new account for the free trial or log into your existing account.
- Select and upload the document you need to either sign or send out for signatures.
- If you plan on using this document again, consider converting it into a reusable template.
- Access the uploaded file to make necessary adjustments, such as adding fillable fields or entering specific information.
- Complete your document by signing it and including signature fields for all required recipients.
- Proceed to click 'Continue' to configure the details and dispatch an eSignature invitation.
airSlate SignNow offers significant advantages to users, such as a high return on investment through its extensive features relative to costs. Designed with small and mid-sized businesses in mind, it provides an intuitive experience that can easily scale as needed.
With transparent pricing that avoids hidden fees and robust 24/7 support for all paid plans, you can streamline your eSignature process with confidence. Start optimizing your client categorization today with airSlate SignNow!
How it works
Create your account
Upload and customize documents
Send for signatures
airSlate SignNow features that users love
be ready to get more
Get legally-binding signatures now!
FAQs
-
How are clients classified?
An Authorised Firm may classify a Person as belonging to different categories of Client in respect of: (a) a specific Financial Product, Financial Service, or Transaction; or. (b) different types of Financial Product or Transaction, which are to be provided to, or carried out on behalf of, that Person. -
What is client categorisation?
The Client categorisation determines the level of protection the Client is entitled to receive when the Company is providing Investment Services. -
What is a client category?
A 'Client Category' in Computer Science refers to a type of computer, such as a PC or a workstation, that is connected to a network and accesses services provided by servers. -
What is a customer category?
Customer category defines a list of values that are used by the customer record to set the type of customer. In the UI, reference an existing customer category list by going to Setup > Accounting > Accounting Lists. -
How are clients classified?
An Authorised Firm may classify a Person as belonging to different categories of Client in respect of: (a) a specific Financial Product, Financial Service, or Transaction; or. (b) different types of Financial Product or Transaction, which are to be provided to, or carried out on behalf of, that Person. -
What is a client type?
The client type is based on the definitions that the authorization server uses for secure authentication and acceptable exposure of client credentials. If the client can securely authenticate, its classification is confidential . If the client cannot securely authenticate, its classification is public . -
What is client categorisation?
The Client categorisation determines the level of protection the Client is entitled to receive when the Company is providing Investment Services. -
What are the three main categories of clients introduced under MiFID?
MiFID Client Categorisation Professional Clients. ... Eligible Counterparties. ... Retail Clients. ... What do I do if I wish to be assigned a different category?
What active users are saying — client categorization
Related searches to Simplify client categorization with airSlate SignNow
Client categorization example
Client categorization template
MiFID classification professional client
MiFID client categorisation
FCA client categorisation
MiFID professional client requirements
Client categorisation Policy
Client categorization pdf
Frequently asked questions
What is client categorization in airSlate SignNow?
Client categorization in airSlate SignNow refers to the process of grouping clients based on specific criteria, allowing businesses to tailor their document workflows effectively. This feature helps streamline communication and ensures that the right documents reach the right clients, enhancing overall efficiency.
How does client categorization improve my workflow?
By utilizing client categorization, businesses can automate and prioritize their document processes based on client needs. This targeted approach reduces the time spent on manual sorting and helps ensure that critical documents are sent to the right clients promptly.
What pricing plans does airSlate SignNow offer for client categorization features?
airSlate SignNow provides flexible pricing plans that include robust client categorization features. Pricing is designed to cater to businesses of all sizes, ensuring that you can find a plan that meets your specific needs while enjoying the benefits of client categorization.
Can I integrate client categorization with other software?
Yes, airSlate SignNow allows seamless integration with various third-party applications that can enhance client categorization functionalities. This ensures that your existing systems can work in tandem for improved document management and client relationship maintenance.
What are the key benefits of using client categorization?
The primary benefits of client categorization include improved efficiency, personalized communication, and enhanced client engagement. By categorizing clients, businesses can foster better relationships and ensure that their services are aligned with specific client needs.
Is client categorization easy to set up in airSlate SignNow?
Absolutely! Setting up client categorization in airSlate SignNow is designed to be user-friendly. The platform provides intuitive tools and guides to help you categorize clients quickly, allowing you to focus on your core business activities.
How does client categorization help in compliance management?
Client categorization aids in compliance management by ensuring that documents are directed towards relevant client groups that adhere to specific regulatory requirements. This organized approach minimizes the risk of errors and enhances your compliance efforts.
Can I track the performance of my client categorization strategy?
Yes, airSlate SignNow includes analytics tools that allow you to track the performance of your client categorization strategy. By assessing metrics such as document delivery times and client feedback, you can continuously refine your categorization for optimal results.