Where Tech Meets Trust: A New Digital Toolkit for FSPs
- April 25, 2025
- 2:24 pm
Sean Barrett, CEO at FSPHub on Where Tech Meets Trust: A New Digital Toolkit for FSPs
The financial services industry is in the midst of a digital transformation—and rightly so. Advisors and intermediaries are under pressure to do more, faster, with fewer resources and tighter compliance requirements. At FSPHub, we’re on a mission to simplify this complexity. Our goal is to help financial service providers streamline operations, engage clients more effectively, and take full control of their compliance—all without adding unnecessary overhead.
One of the ways we’re delivering on this mission is through Formulate, a powerful module within the FSPHub platform that’s already making a big impact.
Making Digital Work for You
FSPHub was built with a simple, but bold idea: make it easier for financial intermediaries to do business. At the heart of that is giving advisors a single view of the client. It means no more digging through inboxes or bouncing between platforms to find documents or communication trails. Everything’s in one place—accurate, up-to-date, and accessible.
From day one, our platform has supported secure communication via email and SMS, but we’re now taking it a step further by integrating WhatsApp—meeting clients where they already are, without compromising on security or compliance.
Formulate: More Than Just Forms
Formulate is more than a form builder. It’s a fully integrated digital workflow tool that lets you create, send, track, and securely store documents—from onboarding forms to policy confirmations. With a simple drag-and-drop interface, you can build branded forms that clients complete and sign digitally, using a one-time PIN (OTP) for added security.
But here’s where it gets really exciting: you can also upload documents generated elsewhere—like policy schedules or claim forms from an insurer portal—and send them to clients through a secure, encrypted link. Clients can download, complete, and upload them right back into the platform. Every step is logged, with a full audit trail and automated file storage.
This solves a major headache for many FSPs: secure document return. No more email attachments. No more chasing. Just a clean, professional, trackable process.
Built for Integration. Built for You.
One of FSPHub’s biggest strengths is our open architecture. You’re not locked into a single system. Whether you work with separate life, short-term, or investment platforms, we make it easy to integrate data via APIs or secure file transfer (SFTP). That means you keep your current providers, but finally get to see your client’s full financial journey in one place.
Digitisation Without the Drama
We get it—many smaller firms worry that digitisation is expensive or too complex. That couldn’t be further from the truth. With FSPHub, there’s no steep learning curve. We provide templates, full support, and remote training. Most advisors are up and running in 3 to 5 days.
Formulate is fully embedded in our workflows, so you can trigger forms based on specific client actions, with fields like name, ID, and contact details automatically pre-filled. It’s fast, accurate, and reduces admin errors.
And yes—it’s actually fun to use. Building a form feels like assembling a puzzle. You can include dropdowns, date pickers, checkboxes, even photo and document uploads. Need a voice recording for a claim? That’s built in too.
Secure Signatures, Sorted
Need legally binding digital signatures? We’ve got you covered. Formulate integrates with third-party tools like QuicklySign for certified digital signatures, ensuring compliance for more regulated product lines like investments or life insurance.
Let’s Talk
At the end of the day, FSPHub—powered by tools like Formulate—isn’t just about digitisation for the sake of it. It’s about working smarter, improving compliance, and building a better client experience.
If you’re an FSP looking to reduce admin, improve security, and boost productivity, without overhauling your whole business—we should talk.
We built this to be powerful, secure, and yes—enjoyable to use. And once you experience it, you’ll probably wonder (like so many of our users do) why you didn’t switch sooner.
Let’s make your digital journey simple, secure, and seriously efficient.