Banks and financial firms can streamline processes with Signeasy

Expedite paperwork to offer faster transactions

The banking and finance industry deals with an overwhelming amount of documentation. With the majority of signature transactions expected to be originated on a mobile device by 2020, financial institutions need to be fully committed to offering e-signatures on any document transmitted electronically.

Eliminate the outdated paper processes

Electronic signature lets banking and financial services firms process paperwork completely online and take their attention off paperwork and operational tasks. It helps to focus on identifying new opportunities and serving clients better.
simple and transparent pricing

Delight clients and build relationship

Electronic signature ensures paperwork is processed faster, letting clients sign documents from anywhere, anytime and on any device. It also speeds up transactions and ensures a smooth experience.
secure electronic signature

Stay secure and compliant

Electronic signature enables you to maintain audit trails of all your signed agreements and consent forms, and keeps your practice fraud-free. With a secure app like Signeasy, you can keep sensitive documents safe from accidental exposure.
improve productivity

Improve sales and operational efficiency

With reduced turnaround times and no physical records to manage, sales and operation teams can focus on their respective core goals - getting in more customers and revenue and keeping the day-to-day operations smooth.

Use Cases

Finance and banking firms can use electronic signatures
in a wide variety of instances such as

Transfer of assets
Disclosures
IRA and 401k rollovers
Credit reports
A/C maintenance forms
New account opening
Loan applications
Redemption requests
Mortgage Application
Account maintenance

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